At a Glance
- Tasks: Guide customers in Mississauga towards tailored investment options and financial advice.
- Company: Join TD Canada Trust, a leader in customer-focused banking.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic branch environment with a focus on investment expertise and customer loyalty.
- Why this job: Make a real difference in customers' financial journeys while building lasting relationships.
- Qualifications: High School diploma or post-secondary degree, plus two years of relevant experience.
The predicted salary is between 63000 - 77000 $ per year.
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
Requirements
- 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.
Senior Investment Personal Banker in Mississauga employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
