Senior Personal Banker - Borrowing Job Calgary area,Alberta Canada,Finance & Banking

Position: Senior Personal Banker - Home Borrowing

Description

Department Overview:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding home borrowing options that best suit your clients' unique financial needs? Then join us as a Senior Personal Banker – Home Borrowing and use your expertise to provide reliable financial guidance, build lasting client relationships, and deliver an exceptional banking experience.

As a Senior Personal Banker, Home Borrowing, you play a key role in guiding clients through the home borrowing process with expertise, clarity, and a focus on their unique financial needs. You provide personalized lending solutions by conducting thorough financial assessments and leveraging TD tools to ensure well-informed recommendations. You prioritize client trust and satisfaction while maintaining balanced value for both the bank and clients.

Your success is measured by client feedback, quality of advice, and lending growth, while consistently upholding compliance standards and delivering exceptional client experiences.

In this role, you will:

Own the client experience and build long-term relationships.

Help clients borrow wisely by focusing on personalized lending advice.

Go beyond the initial need and identify opportunities to deepen the client relationship by introducing One TD partners for all banking needs including but not limited to lending and investing.

Build trust and protect clients, colleagues, and the Bank

Find ways to simplify processes for colleagues and clients and use your voice to influence change.

Be committed to your growth & training. Strengthening capabilities to ensure you provide elevated advice to our clients.

What do you need to succeed?

Must-have

High School diploma.

Required Accreditation:
Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) – FP1 & PFSA, or equivalent.

Minimum of 2+ years of relevant experience in the financial services industry managing client relationships, providing complex financial advice with strong knowledge of RESL (Real Estate Secured Lending).

Deep knowledge and expertise in mortgage origination business and home financing products.

In-depth knowledge of investing, day-to-day banking, and all other TD products and services.

Client focused mindset while maintaining accountability for responsible, strategic pricing practices & financial outcomes.

Problem solving and people skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency

Strong regulatory, AML, and compliance knowledge to support a culture of integrity.

Drive to engage in client outreach and community presence to acquire new assets and deepen client relationships.

The ability to work a rotation across branch hours of operation to ensure we deliver advice when clients need it.

Nice-to-have

Post-Secondary or Undergraduate degree in a related field is preferred.

Other accreditations (ie. Financial Planning II)

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off,…