Job Title

Elevate client financial journeys as a Senior Personal Banker at TD, focusing on investment solutions and personalized advice. Leverage your expertise to foster customer loyalty while achieving financial goals. In this senior role, you''ll create exceptional customer experiences in the branch, specializing in investment advice. Your deep knowledge of investment products, Real Estate Secured Lending, and various TD offerings will empower your interactions. Proactively engage customers through outreach, addressing their financial needs and confidence through insightful conversations. Key Responsibilities: Provide consistent and tailored investment advice to customers Enhance customer knowledge of banking and investment solutions Engage in proactive outreach via phone and email Maintain a welcoming and professional branch environment Act as a subject matter expert for colleagues and customers Requirements: High School diploma or Post-Secondary degree preferred Minimum of 2 years of relevant experience Financial Planning II certification within 12 months Investment Funds Canada or equivalent Certificate in Financial Services Advice Use your investment expertise to guide clients while driving growth for TD. #J-18808-Ljbffr