Senior Personal Banker - Investing

Senior Personal Banker - Investing - (Future Opportunities)

Work Location: London, Ontario, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $59,500 - $84,000 CAD

Senior Personal Banker – Investing is a senior role focused on delivering personalized investment advice to clients. You will help clients grow their wealth, provide sound financial planning, and promote loyalty and investment returns.

• Own the client experience and build long‑term relationships.
• Help clients grow their money by providing personalized investment advice.
• Identify opportunities to deepen the client relationship by introducing One TD partners for all banking needs including investing and lending.
• Build trust and protect clients, colleagues, and the Bank.
• Simplify processes for colleagues and clients and influence change.
• Commit to growth & training, strengthening capabilities to provide elevated advice.

• High School diploma.
• Required Accreditation:
  Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) - FPI & PFSA, or equivalent.
• Minimum 2+ years of relevant experience in the financial services industry managing client relationships, providing financial advice and investment solutions.
• Deep knowledge and expertise in investment products and services, including Mutual funds, GICs, RSP, and market growth.
• In‑depth knowledge of RESL, 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.
• Ability to work a rotation across branch hours of operation to ensure advice is available when clients need it.

• Post‑Secondary or Undergraduate degree in a related field is preferred.
• Other accreditations (e.g., Financial Planning II).

Our Total Rewards package includes a base salary, variable compensation, and a range of key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Sans Objet