Senior Personal Banker Investing

Work Location:

St. Johns Newfoundland and Labrador Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$57100 - $80600 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Job Description

Department Overview:

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. At the branch we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer Act like an Owner Innovate with purpose and Execute with Speed and Impact.

Job Description:

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 especially regarding both personal banking 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/or regulatory guidelines paying attention to the office spaces in which the Senior Personal Banker Investing occupies

• Consistently engage in proactive customer outreach (via phone email etc.) to discuss portfolio updates and/or additional opportunities which best service the customers needs; responsible for being 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 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 and ensure timely communication of issues/ 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

Job Requirements:

• High School diploma and/or

• Post-Secondary or Undergraduate degree (in related field) preferred

• 2 years relevant experience

• Investment Funds Canada (IFC) or equivalent

• Certificate in Financial Services Advice (CFSA)

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Required Experience:

Senior IC