Senior Personal Banker - Investment Focus

Elevate your banking career as a Senior Personal Banker specializing in investments at TD in Hamilton, Ontario. This role emphasizes exceptional customer experiences and investment product expertise.

At TD, you'll provide tailored investment recommendations, acting as a subject matter expert in both personal and business banking. Engage proactively with clients to enhance their financial confidence through comprehensive advice and outreach initiatives. This position supports professional growth and excellence in operational processes while maintaining strong community presence.

Key Responsibilities:

• Create exceptional customer experiences with investment advice

• Engage in proactive customer outreach via phone and email

• Provide recommendations based on customer needs and goals

• Resolve customer issues accurately and efficiently

• Maintain knowledge of local market trends and competitive offers

Requirements:

• High school diploma and/or equivalent experience

• 2+ years in a relevant banking role

• Financial Planning II certification (FP II) within 12 months

• Strong knowledge of Mutual funds, GICs, and RSPs

• Ability to manage customer relationships and compliance

Transform client investment journeys at TD with your expertise in banking and customer engagement in Hamilton.
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