Senior Investment Personal Banker
Job in
Mississauga, Ontario, C4W, Canada
Listed on 2026-10-29
Listing for:
TD Bank Group
Full Time
position Listed on 2026-10-29
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Bring investment expertise to TD Canada Trust customers in Mississauga, Ontario, while providing financial advice and personalized branch service.
As a Senior Personal Banker–Investing, you will guide customers toward investment options suited to their financial needs. You will provide advice, understand banking requirements, and support customer loyalty and investment returns. The position requires knowledge of investment products, Real Estate Secured Lending, day-to-day banking, and TD services.
Key Responsibilities:- Deliver exceptional branch experiences focused on investment advice
- Uncover customer needs and own aligned financial solutions
- Answer questions and provide advice improving financial confidence
- Conduct proactive outreach about portfolios and opportunities
- Attract, acquire, and retain customers and referrals
- High School diploma or related post-secondary degree preferred
- Two or more years of relevant experience
- Investment Funds in Canada accreditation before starting
- Certificate in Financial Services Advice within 90 days
- Strong investment product knowledge and customer advice expertise
Use investment knowledge, customer insight, and financial advice skills to grow relationships as a Senior Personal Banker at TD.
Position Requirements
10+ Years
work experience
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