Senior Personal Banker - Investing: Future Opportunities
TD Bank Group(1 month ago)
About this role
The Senior Personal Banker – Investing at TD is a client-facing branch role within Personal & Commercial Banking that serves as the branch expert on investment services. The role supports customers’ financial needs by connecting them with TD’s broader advisory resources and contributes to branch growth and client experience.
Required Skills
- Investment Advice
- Mutual Funds
- GICs
- RRSP
- Client Relations
- Financial Services
- Compliance
- AML
- Problem Solving
- Communication
+3 more
Qualifications
- High School Diploma
- Investment Funds Canada (IFC)
- Certificate in Financial Services Advice (CFSA) (FPI & PFSA)
- Post-Secondary Degree (Preferred)
About TD Bank Group
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