Elevate your career at TD Canada Trust as a Senior Personal Banker focused on investment advice in St. John's, Newfoundland and Labrador. Engage with clients to enhance their financial confidence and meet their investment goals.
This role requires deep expertise in investment products and experience in Real Estate Secured Lending. You'll work directly with customers, helping them navigate financial options and aligning solutions to their needs. As a subject matter expert, your insights will drive customer retention and referrals while maintaining compliance with all banking procedures.
Key Responsibilities:
- Create exceptional customer experiences focused on investment advice
- Conduct proactive outreach to discuss portfolio updates
- Maintain knowledge of local market and economic trends
- Support colleagues across all TD products and services
- Ensure compliance with regulatory and marketing guidelines Requirements:
- High School diploma or related degree preferred
- 2+ years of relevant banking experience
- Investment Funds Canada (IFC) certification preferred
- Certificate in Financial Services Advice (CFSA) advantageous
- Robust ability to connect with customers and build relationships Bring your investment expertise and customer service skills to TD Canada Trust and make an impact in St. John's.
📌 Senior Personal Banker - Investment Advisor (St. John's)
🏢 TD
📍 St. John's
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