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. #J-18808-Ljbffr

📌 Investment-Focused Senior Personal Banker (Winnipeg)
🏢 TD
📍 Winnipeg