Investment-Centric Senior Personal Banker (Calgary)

Investment-Centric Senior Personal Banker (Calgary)

25 Sep
|
TD
|
Calgary

25 Sep

TD

Calgary

Advance your career in finance as a Senior Personal Banker with TD Canada Trust in Calgary. Focus on delivering expert investment advice to enhance client relationships. This role centers on your ability to engage customers effectively while providing sound financial planning.

You will play a pivotal role in promoting TD's investment products, enhancing customer financial literacy and confidence. As part of the Personal & Commercial Banking team, your expertise will be key in achieving growth and customer loyalty. Key Responsibilities:

- Deliver personalized investment advice and services to customers
- Build a robust understanding of banking products and real estate lending
- Foster customer relationships through proactive communication




- Maintain professional branch presentation in compliance with guidelines
- Collaborate with team members to ensure effective service Requirements:
- High School diploma; post-secondary degree preferred.
- 2+ years of experience in the banking industry
- Required Investment Funds in Canada (IFC) accreditation
- Certificate in Financial Services Advice within 90 days of employment
- Preparedness for relocation within the assigned district Become a trusted resource for customers seeking investment solutions with TD Canada Trust in Calgary.

📌 Investment-Centric Senior Personal Banker (Calgary)
🏢 TD
📍 Calgary

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