17 Oct
|
The Toronto-Dominion Bank (Canada)
|
Vancouver
17 Oct
The Toronto-Dominion Bank (Canada)
Vancouver
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 robust 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 customersUnderstand and assess customer financial needsMaintain expert knowledge of TD products and servicesEngage in proactive outreach for portfolio discussionsCollaborate with colleagues to enhance service deliveryRequirements:2+ years in banking or investment servicesHigh School diploma or higher education preferredInvestment Funds in Canada accreditation requiredCertificate in Financial Services Advice within 90 daysStrong interpersonal and client management skillsUtilize your investment expertise and relationship-building skills to make a meaningful impact at TD Canada Trust.
📌 Senior Personal Banker - Investment Advisor (Vancouver)
🏢 The Toronto-Dominion Bank (Canada)
📍 Vancouver