Senior Personal Banker

Transform customer financial journeys at TD Canada Trust as a Senior Personal Banker in Mississauga, Ontario. Leverage your expertise in investment advice to enhance client relationships and drive financial success.

As a Senior Personal Banker, you'll focus on delivering exceptional customer experiences, emphasizing investment solutions and comprehensive banking services. Utilize your deep knowledge of investment products and real estate secured lending to provide targeted financial advice.

Your role is pivotal in helping customers achieve their financial goals, promoting both loyalty and growth.

Key Responsibilities:

• Create outstanding customer experiences focused on investment advice

• Engage customers through thoughtful conversations about their needs

• Lead proactive outreach to discuss portfolio updates

• Maintain a professional and inviting branch environment

• Act as a subject matter expert on TD's product offerings

Requirements:

• High School diploma; post-secondary degree preferred

• 2+ years in a banking or financial advisory role

• Investment Funds Canada certification or equivalent

• Certificate in Financial Services Advice recommended

• Strong knowledge of local market trends

Become a trusted financial partner in Mississauga, helping customers navigate their investment journeys.
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