Enhance customer experiences as a Senior Personal Banker – Investing at TD Canada Trust in Richmond Hill, Ontario. Cultivate investment knowledge while providing tailored financial advice for top-tier service.
At TD Canada Trust, we prioritize customer relationships and need an expert to help clients meet their financial goals. This senior role demands a robust understanding of investment products, Real Estate Secured Lending, and TD’s banking services. You will engage proactively with clients, fostering financial confidence through insightful dialogue and investment advice.
Key Responsibilities:
• Create exceptional client experiences focusing on investment advice
• Utilize expertise in investment products and services
• Conduct proactive outreach to discuss portfolio updates
• Maintain accurate documentation reflecting client intentions
• Support team dynamics and ensure timely communication
Requirements:
• High School diploma and/or post-secondary degree preferred
• 2+ years relevant financial experience required
• Investment Funds Canada (IFC) certification preferred
• Certificate in Financial Services Advice (CFSA) is an asset
• Deep knowledge of local market and economic trends
Bring your investment expertise and passion for customer service to make an impact at TD Canada Trust.
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📌 Investment-Focused Senior Personal Banker (Ontario)
🏢 TD
📍 Ontario