Senior Personal Banker in Vancouver

Vancouver Full-Time 59500 - 84000 $ / year (est.) On-site

Apply Now

At a Glance

Tasks: Connect with customers to help them achieve their financial goals through expert investment advice.
Company: Join TD Canada Trust, a leading North American bank focused on exceptional customer experiences.
Benefits: Competitive salary, health benefits, career development, and a supportive work environment.
Other info: Dynamic team culture with opportunities for mentorship and professional growth.
Why this job: Make a real impact by helping customers navigate their financial journeys and grow their investments.
Qualifications: High school diploma or post-secondary education, plus 2+ years of relevant experience.

The predicted salary is between 59500 - 84000 $ per year.

Location: Vancouver, British Columbia, Canada

Schedule: 37.5 hours per week

Sector: Personal and Commercial Banking

Compensation Details: $59,500 - $84,000 CAD

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers.

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Senior Personal Banker – Investing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you will:

Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences.
Requires deep knowledge and expertise of investment products; with in-depth knowledge of Real Estate Secured Lending, day-to-day banking, and all other TD products and services.
Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to 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.
Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines.
Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and 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.
Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers/advice opportunities and referrals.

Job Requirements:

High School diploma and/or Post-Secondary or Undergraduate degree (in a related field) preferred.
2+ years of relevant experience.
Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date.
Certificate in Financial Services Advice (CFSA) within 90 days of hire of start date.

We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued.