Calgary Senior Banker - Financial Guidance
Job Description & How to Apply Below
In this dynamic role, you will leverage your knowledge of Real Estate Secured Lending and investment strategies. By engaging with customers, you'll provide comprehensive advice to facilitate their financial journeys. Support a collaborative team environment while ensuring compliance with banking policies.
Key Responsibilities:
• Deliver exceptional customer service focused on home borrowing
• Develop an in-depth understanding of TD's financial products
• Conduct outreach for customer portfolio management
• Maintain accurate and compliant client documentation
• Foster teamwork and contribute to meeting business objectives
Requirements:
• High School diploma;
Post-Secondary education preferred
• At least 2 years of banking experience
• Investment Funds Canada (IFC) or equivalent certification
• Financial Services Advice certification is a plus
• Strong interpersonal and advisory skills
Embrace your passion for helping clients as you advance your career with TD Canada Trust.
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Position Requirements
10+ Years
work experience
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