Calgary Senior Personal Banker Role (Alberta)

Calgary Senior Personal Banker Role (Alberta)

27 Aug
|
TD
|
Alberta

27 Aug

TD

Alberta

Join TD Canada Trust as a Senior Personal Banker in Calgary, Alberta, and empower customers to reach their financial goals. This position emphasizes home borrowing and expert financial advice.

As a Senior Personal Banker, you will leverage your understanding of financial products and customer needs to build long-lasting relationships. Your role will involve actively reaching out to clients and providing tailored advice on investment options and banking services. You will also ensure accuracy in documentation and adhere to regulatory guidelines, maintaining a trusted setting for customers.

Key Responsibilities:
• Deliver premier customer experiences specialized in home borrowing
• Provide expert guidance on banking and investment products
• Proactively engage customers to discuss financial needs




• Uphold branch professionalism and compliance with regulations
• Drive business growth through customer acquisition and retention

Requirements:
• High School diploma or higher education in relevant field
• Minimum of 2 years banking experience
• Must obtain Investment Funds in Canada accreditation within 90 days
• Certificate in Financial Services Advice to be completed within 6 months
• In-depth knowledge of economic trends and local market

Utilize your expertise in customer service and financial planning as a Senior Personal Banker with TD Canada Trust in Calgary.
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📌 Calgary Senior Personal Banker Role (Alberta)
🏢 TD
📍 Alberta

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