Senior Personal Banker - Investing Future Opportunities
TD Bank Group(1 month ago)
About this role
A Senior Personal Banker – Investing at TD Canada Trust provides expert investment and financial planning advice to retail customers within a branch, helping them achieve their financial goals and grow their portfolios. The role represents TD in the local market, promotes products and services to drive business growth, and supports colleagues as a subject matter expert on personal and business banking solutions.
Required Skills
- Investment Advice
- Portfolio Management
- Retail Banking
- Real Estate Lending
- Customer Service
- Client Outreach
- Sales
- Compliance
- Market Analysis
Qualifications
- High School Diploma
- Undergraduate Degree (Preferred)
- Investment Funds Canada (IFC)
- Certificate in Financial Services Advice (CFSA)
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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