Senior Personal Banker at TD Trust
Job in
Ottawa, Ontario, Canada
Listed on 2026-07-09
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
This role involves guiding customers through personalized financial solutions, emphasizing Real Estate Secured Lending products. With a minimum of two years of relevant experience, you will help clients achieve their financial goals while ensuring a seamless service experience at the branch.
Key Responsibilities:
• Provide exceptional customer experiences with home borrowing advice
• Develop comprehensive knowledge of TD products and services
• Uncover customer needs through thoughtful questioning
• Engage in proactive outreach for financial confidence
• Maintain an inviting and professional branch environment
Requirements:
• High School diploma;
Post-Secondary preferred
• 2+ years of relevant experience
• Financial Planning II certification within 12 months
• Investment Funds Canada or equivalent
• Certification in Financial Services Advice
Utilize your financial expertise and relationship-building skills to support TD Canada Trust's commitment to outstanding service in Manotick.
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Position Requirements
10+ Years
work experience
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