Senior Personal Banker advising Calgary TD customers on investments and financial products. Building relationships, providing financial guidance, and driving customer and market - share growth for TD Canada Trust.
About the role
- Personal Banker advising TD Canada Trust customers on personalized investment and credit solutions. Building relationships, conducting financial reviews, and supporting branch service goals.
Responsibilities
- Advise customers on high-level financial solutions across investment and credit banking products
- Engage customers through thoughtful financial questions and create positive experiences
- Provide personalized financial advice, answer questions, and address concerns
- Refer matters to appropriate team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for frontline staff handling customer problems
- Maintain professional common areas according to marketing and regulatory guidelines
- Conduct financial reviews, discuss portfolio updates, and suggest personalized solutions
- Stay current on emerging issues, regulations, and industry codes of conduct
- Participate in process improvement opportunities
- Achieve and improve service level agreements and productivity targets
- Prepare documents consistently with relevant regulations and business intentions
- Participate as a team member, mentor colleagues, and address communication issues efficiently
Requirements
- High school diploma and/or 1 year of relevant experience
- Completion of IFIC or equivalent required
- CFSA must be completed within 12 months, if hired
- Real estate secured lending and/or investment experience an asset
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts
- Proficiency in software tools including MS Office and internet applications
- Tactful communication skills to exchange ideas and customer information concisely and logically
- Strong organizational, planning, and time management skills
- Post-Secondary or Undergraduate degree in a related field is an asset
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations, training programs, and a competitive benefits plan
- Access to an online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support during the interview process
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