Senior Personal Banker - Investing: Future Opportunities

TD Bank

Brampton, Canada
Base: $59,500.00 - $84,000.00 cad; bonus/equity: n...
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Investment products and services expertise
Client-focused investment advice
Build long-term client relationships
** TD Bank is seeking a Senior Personal Banker - Investing in Brampton, Canada, who will provide personalized investment advice to clients. The role emphasizes client relationship management and requires a minimum of 2 years of experience in financial services, along with relevant accreditations. **

Job Summary

  • As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth.
  • You deliver personalized, client-focused investment advice and ensure every client leaves with a clear plan to meet their financial goals.
  • Your success is measured by client feedback, the advice you deliver, the deposit and investment volume you grow, and how well you help clients feel confident in their financial path.

Matching Summary

Match Score: 75

** TD Bank is seeking a Senior Personal Banker - Investing in Brampton, Canada, who will provide personalized investment advice to clients. The role emphasizes client relationship management and requires a minimum of 2 years of experience in financial services, along with relevant accreditations. **

Salary

Base: $59,500.00 - $84,000.00 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment products and services expertise
  • Client-focused investment advice
  • Build long-term client relationships
  • Identify opportunities to deepen relationships
  • Regulatory, AML, and compliance knowledge

Nice-to-have

  • Proactive client outreach
  • Community presence for acquisition
  • Simplify processes for clients and colleagues

Key Requirements

  • High School diploma
  • IFC or equivalent accreditation
  • CFSA - FPI & PFSA or equivalent accreditation
  • Minimum 2+ years of relevant experience
  • Deep knowledge of investment products
  • In-depth knowledge of RESL and banking products

Work Rights

Not specified

Tailored Resume

Cover Letter