Senior Personal Banker - Investing
TD Bank Group(1 month ago)
Calgary, AlbertaOnsiteFull TimeSenior$44,030 - $62,160Personal & Commercial Banking
Apply NowAbout this role
The Senior Personal Banker – Investing is the branch expert who provides personalized investment advice to help clients grow and protect their wealth. They develop long-term client relationships, stay current on market trends and TD programs, and guide clients toward clear financial plans and suitable investment solutions. The role focuses on driving deposit and investment growth while ensuring regulatory compliance and exceptional client service.
Required Skills
- Client Relations
- Investment Advice
- Mutual Funds
- GICs
- RSP
- AML Compliance
- Regulatory Knowledge
- Problem Solving
- Client Outreach
- Financial Planning
Qualifications
- High School Diploma
- Investment Funds Canada (IFC)
- Certificate in Financial Services Advice (CFSA)
- FPI
- PFSA
- Post-Secondary Degree (Preferred)
- Financial Planning II (Preferred)
About TD Bank Group
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