Senior Personal Banker - Investing
TD Bank Group(28 days ago)
Calgary, AlbertaOnsiteFull TimeSenior$44,030 - $62,160Personal & Commercial Banking
Apply NowAbout this role
The Senior Personal Banker – Investing is a branch-based banking professional who provides expert investment and financial planning guidance to help customers achieve their financial goals. The role represents TD in the community, builds long-term customer relationships, and supports business growth through advice-led referrals and new business acquisition. This position is focused on delivering a high-quality customer experience within the Personal & Commercial Banking line of business.
Required Skills
- Investment Advice
- Product Knowledge
- Real Estate Lending
- Customer Service
- Financial Planning
- Portfolio Reviews
- Outreach
- Market Awareness
- Documentation
- Teamwork
+1 more
Qualifications
- High School Diploma
- Post-Secondary Degree
- Investment Funds Canada (IFC)
- Certificate in Financial Services Advice (CFSA)
About TD Bank Group
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