Senior Personal Banker - Borrowing

Role Overview

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Join us as a Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

• Create a consistent and exceptional customer experience in the branch with a specialty focus in home borrowing advice and experiences.
• Maintain deep knowledge of Real Estate Secured Lending products and all TDCT products and services, including investing, day‑to‑day banking, and other offerings.
• Ask thoughtful questions to uncover and understand customer needs, own solutions that align with the mandate, and bring in an expert for needs beyond capability.
• Improve customer financial confidence through ongoing dialogue, answering questions and providing advice.
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially personal and business banking.
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and regulatory guidelines.
• Consistently engage in proactive customer outreach (phone, email, etc.) to discuss portfolio updates and additional opportunities that best serve the customer's needs, and be present in the community for outreach.
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
• Ensure documentation is accurate, properly reflects customer/business intentions, and retained in accordance with policies.
• Participate fully as a team member, support a positive work environment that promotes service, quality, innovation, and teamwork, and ensure timely communication of issues or points of interest.
• Contribute to business objectives by proactively attracting, acquiring, and retaining customers, advice opportunities, and referrals to drive growth for TD.

• High School diploma and/or Post‑Secondary or Undergraduate degree (in related field) preferred.
• 2+ years relevant experience.
• Investment Funds Canada (IFC) or equivalent Certificate in Financial Services Advice (CFSA).