Join TD Canada Trust as a Senior Personal Banker – Investing in Richmond Hill, Ontario, and leverage your financial planning skills to help customers achieve their investment goals.
In this role, you'll serve as a trusted advisor, utilizing deep knowledge of investment products and Real Estate Secured Lending to provide clients with tailored financial solutions. Your proactive approach will drive customer engagement and retention, enhancing their financial confidence through insightful discussions and advice.
Key Responsibilities:
• Deliver tailored investment advice to enhance customer experience
• Understand and promote TD’s range of financial products
• Engage in ongoing dialogues about client portfolios
• Ensure accurate documentation aligns with customer expectations
• Foster teamwork and maintain a positive work environment
Requirements:
• High School diploma; post-secondary degree preferred
• Minimum of 2 years of relevant experience required
• Investment Funds Canada (IFC) certification is ideal
• Certificate in Financial Services Advice (CFSA) preferred
• Solid market knowledge to support customer interactions
Utilize your investment acumen and customer relationship skills at TD Canada Trust for a rewarding career.
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📌 Senior Personal Banker with Investment Expertise (Ontario)
🏢 TD
📍 Ontario