Transform client financial futures as a Senior Personal Banker specializing in investments at TD in Hamilton, Ontario. Leverage your expertise to provide outstanding client service and advice across banking products.
TD seeks a Senior Personal Banker to deliver personalized investment solutions while establishing lasting client relationships. You will initiate outreach efforts, deepen customer engagement, and ensure a seamless banking experience through accurate problem resolution. This pivotal role focuses on operational excellence and contributions to business objectives.
Key Responsibilities:
• Develop exceptional investment advice for clients
• Conduct customer outreach for portfolio updates
• Identify and recommend appropriate banking products




• Facilitate effective resolution of customer issues
• Stay updated on market trends and regulatory requirements
Requirements:
• High school diploma or equivalent experience
• Over 2 years of banking or finance experience
• Certification in Financial Planning II (FP II) post-appointment
• Knowledge of industry standards and financial products
• Strong relationship management and compliance skills
Leverage your investment knowledge and customer service talents at TD, making a meaningful difference in Hamilton.
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📌 Investment Banking Senior Personal Banker (Hamilton)
🏢 TD
📍 Hamilton