Banquier personnel principal - crédit Immobilier

Compensation

$70,000 - $84,000 CAD

Etobicoke, Ontario, Canada

37.5 hours per week

Personal and Commercial Banking Services

• Create a consistent and exceptional customer experience in the branch, with a specialty and predominant focus on home‑borrowing advice and experiences.
• Maintain deep knowledge and expertise of Real Estate Secured Lending products and in‑depth knowledge of investing, day‑to‑day banking, and all other TDCT products and services.
• Ask thoughtful questions to uncover and understand customer needs, owning solutions that align to the mandate and bringing in an expert for needs outside of capability.
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice.
• Act as a subject‑matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially personal and business banking products/services or policies/procedures owned within the branch.
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and regulatory guidelines.
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities that best serve the customer’s needs; be present in the community for additional customer outreach.
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
• Ensure that documentation that is prepared and completed is accurate, properly reflects the customer/business intentions, and is retained in accordance with business policies and procedures.
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues and points of interest.
• Contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining customers/advice opportunities and referrals to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD.

• High School diploma and/or
• Post‑secondary or undergraduate degree (in a related field) preferred.
• 2+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent certification.
• Certificate in Financial Services Advice (CFSA).