Investment Centric Senior Personal Banker Calgary

Investment Centric Senior Personal Banker Calgary

27 Sep
|
TD
|
Calgary

27 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 qualified 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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