Make an impact at TD Canada Trust in Scarborough, Ontario as a Senior Personal Banker focused on investment guidance. Help customers navigate their financial journeys with tailored advice and ongoing support.
In this key position, you will utilize your investment expertise to connect with customers and understand their financial aspirations. Your proactive approach will enhance customer relationships and drive engagement. You’ll maintain a welcoming atmosphere in the branch while contributing to TD's strategic objectives through customer referrals and new business opportunities.
Key Responsibilities:
• Provide exceptional investment service and guidance to clients
• Conduct outreach to discuss investment opportunities
• Promote TD's products through customer relationships
• Keep branch common areas clean and professional
• Foster a positive teamwork workplace to achieve goals
Requirements:
• High School diploma required; degree preferred
• Minimum two years of relevant experience
• Necessary certifications: Investment Funds Canada, CFSA
• Complete Financial Planning II within 12 months
Apply your investment skills to enhance TD Canada Trust's customer loyalty and market growth.
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