Senior Personal Banker - Investing (future Opportunities)
TD Bank
Mississauga, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
Client relationship management
Personalized investment advice
Grow client wealth
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth
Job Summary
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth.
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.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.
Matching Summary
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth.
Salary
Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Personalized investment advice
Grow client wealth
Market trends knowledge
Client outreach and community presence
Nice-to-have
Simplify processes for colleagues
Influence change
Commitment to growth and training
Key Requirements
High School diploma
Investment Funds Canada (IFC) or equivalent
Certificate in Financial Services Advice (CFSA) - FPI & PFSA, or equivalent