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Senior Personal Banker - Investing
Key Details
- full time Jobs
- $59,500 - $84,000 per year
- 2+ years experience
Top Skills Required
Top Benefits
Description
Work Location:
Richmond Hill, Ontario, CanadaHours:
37.5Line of Business:
Personal & Commercial BankingPay Details:
$59,500 - $84,000 CADTD 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 candidate's 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:
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 andidentifyopportunities to promote products and services to refer customers to theappropriate teammember 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 toassistthem in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as aSenior Personal Banker– Investinganddemonstrateyour subject matterexpertiseinprovidingsound 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 andexpertiseof investment products; with in-depth knowledge of RealEstateSecuredLending, 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 colleaguesregardingall products, services, policies, and procedures of TD – especiallyregardingboth personal banking and business banking products/services or policies/procedures owned within the Branch
Maintain a professional and inviting space in allcommon areasof 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/oradditionalopportunities which best service the customer's needs; responsible for being present in the community foradditionalcustomer outreach
Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
Ensure documentation that is prepared and completed isaccurate,properly reflectsthe customer/business' intentions, andretainedin accordance withbusiness policies and procedures
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality,innovationand teamwork and ensuretimelycommunication of issues/ points of interest
Contribute to the achievement of businessobjectivesby proactively attracting,acquiringandretainingcustomers / 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 world's 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 95,000 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:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 you’re 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.
We're 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 you’ve got everything you need to succeed in your new role.
Interview Process
We’ll 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 you’d 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 ObjetJob Details
- Job Type
- full time
- Salary Range
- $59,500 - $84,000
- Experience
- 2+ years