Senior Personal Banker - Investing: Future Opportunities
TD Bank Group(1 month ago)
Brampton, OntarioOnsiteFull TimeSenior$44,030 - $62,160Personal & Commercial Banking
Apply NowAbout this role
A Senior Personal Banker – Investing at TD serves as the branch expert on investments, helping clients build and protect their wealth through personalized advice. The role focuses on guiding clients toward their financial goals, staying current on market trends and TD offerings, and contributing to the bank’s retail strategy and client experience.
Required Skills
- Client Relationships
- Investment Advice
- Financial Planning
- Mutual Funds
- GICs
- RSPs
- Deposit Growth
- Regulatory Compliance
- AML Knowledge
- Client Outreach
+2 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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