Enhance your career with TD Canada Trust as a Senior Personal Banker, focusing on investment solutions in Vancouver, British Columbia. Leverage your expertise to assist customers in achieving their financial goals.
In this role, you'll build solid relationships by delivering top-tier investment advice and financial planning services. As a key member of the team, you will possess deep knowledge of investment products, Real Estate Secured Lending, and all TD services. Your proactive approach towards customer outreach and financial guidance will be pivotal in achieving our branch objectives and enhancing customer satisfaction.
Key Responsibilities:
• Deliver exceptional investment advice to customers
• Understand and assess customer financial needs




• Maintain expert knowledge of TD products and services
• Engage in proactive outreach for portfolio discussions
• Collaborate with colleagues to enhance service delivery
Requirements:
• 2+ years in banking or investment services
• High School diploma or higher education preferred
• Investment Funds in Canada accreditation required
• Certificate in Financial Services Advice within 90 days
• Solid interpersonal and client management skills
Utilize your investment expertise and relationship-building skills to make a meaningful impact at TD Canada Trust.
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📌 Senior Personal Banker Investment Advisor Vancouver
🏢 The Toronto-Dominion Bank (Canada)
📍 Vancouver