Senior Personal Banker Invest Scarborough

Enhance customer financial journeys with TD Canada Trust as a Senior Personal Banker specializing in investments in Scarborough, Ontario. Provide tailored financial planning and investment advice to foster lasting customer relationships.

TD Canada Trust seeks a Senior Personal Banker – Investing to connect with customers and assist them in reaching their financial aspirations. You will leverage your deep knowledge of investment products and services to offer exceptional customer experiences. Ongoing dialogue with clients will foster financial confidence through informed decision-making and solutions tailored to their needs.

Key Responsibilities: • Create consistent, exceptional customer experiences in the branch • Engage in proactive outreach discussing portfolio updates • Act as a subject matter expert for investment products • Maintain a professional and inviting branch environment • Utilize local market knowledge to support financial advice

Requirements: • High School diploma or relevant degree preferred • 2+ years of experience in financial services • Financial Planning II (FP II) certification within 12 months • Investment Funds Canada (IFC) or equivalent • Certificate in Financial Services Advice (CFSA)

Bring your expertise in investments and customer orientation to drive success at TD Canada Trust. #J-18808-Ljbffr