Senior Personal Banker guiding TD Bank customers through home borrowing and financial solutions. Building relationships, providing advice, and growing branch market share in Calgary.
About the role
- 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.
Responsibilities
- Create a consistent and exceptional branch customer experience, with a focus on investment advice
- Apply deep knowledge of investment products and knowledge of real estate secured lending, day-to-day banking, and TD products and services
- Ask questions to uncover customer needs and own solutions aligned with the mandate
- Improve customer financial confidence through dialogue, answers, and advice
- Act as a branch subject matter expert for customers and colleagues on TD products, services, policies, and procedures
- Maintain professional and inviting branch common areas in accordance with premises, marketing, and regulatory guidelines
- Conduct proactive customer outreach by phone, email, and other channels regarding portfolio updates and opportunities
- Maintain knowledge of the local market, competitive offers, and economic trends to support recommendations
- Ensure customer and business documentation is accurate and retained according to policy
- Participate as a team member and support a positive, service-oriented work environment
- Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share
Requirements
- High School diploma and/or
- 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
- Post-Secondary or Undergraduate degree (in a related field) preferred
- Willingness and ability to be mobile within the Assigned District, including potential geographic relocation to another TD location within the assigned region
- For internal TD candidates: IFC accreditation or equivalent prior to start date
- For internal TD candidates: CFSA prior to start date
- For external candidates: IFC accreditation or equivalent required prior to start date
- For external candidates: CFSA within 90 days of hire of start date
Benefits
- Base salary
- Variable compensation
- 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 performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process
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