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 solid 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.

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