Senior Personal Banker - Investing

TD

Calgary, Alberta, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
Investment product expertise
Customer financial needs assessment
Proactive customer outreach
TD is committed to providing fair and equitable compensation opportunities and growth through skill development for colleagues

Job Summary

  • TD is committed to providing fair and equitable compensation opportunities and growth through skill development for colleagues.
  • The Senior Personal Banker – Investing role focuses on delivering exceptional customer experiences with investment advice and promoting TD products and services.
  • TD offers a comprehensive Total Rewards package including salary, benefits, career development, and a respectful workplace valuing diverse perspectives.

Matching Summary

TD is committed to providing fair and equitable compensation opportunities and growth through skill development for colleagues.

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Investment product expertise
  • Customer financial needs assessment
  • Proactive customer outreach
  • Knowledge of personal and business banking
  • Accurate documentation and compliance
  • Team collaboration and communication

Nice-to-have

  • Community engagement
  • Market and economic trend awareness
  • Positive work environment contribution
  • Career development focus
  • Client-focused mindset

Key Requirements

  • High School diploma or Post-Secondary degree preferred
  • 2+ years relevant experience
  • Investment Funds Canada (IFC) certificate or equivalent
  • Certificate in Financial Services Advice (CFSA)

Work Rights

Not specified

Tailored Resume

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