Elevate customer financial journeys as an Investment-Focused Personal Banker. Utilize deep knowledge of investment strategies to provide tailored financial planning advice and enhance customer loyalty.
In this senior role, you will create exceptional customer experiences with a focus on investment products. Your expertise will help uncover customer needs through thoughtful questioning, while you continuously improve their financial confidence. Collaboration with colleagues and outreach within the community are integral to this position as you share expert knowledge and promote relevant services.
Key Responsibilities:
• Deliver consistent customer service focused on investment advice
• Guide customers in understanding Real Estate Secured Lending
• Engage proactively through outreach for portfolio updates
• Maintain market knowledge to support informed advice
• Ensure accurate documentation reflecting customer intentions
Requirements:
• High School diploma; Post-Secondary preferred
• 2+ years of relevant experience required
• Investment Funds Canada (IFC) or equivalent
• Certificate in Financial Services Advice (CFSA)
• Comprehensive understanding of banking products
Utilize your investment acumen to enhance customer satisfaction and drive growth in the community.
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Apply on Kit Job: kitjob.ca/job/2fsg77
📌 Investment-Focused Personal Banker (Calgary)
🏢 TD
📍 Calgary
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