Senior Personal Banker - Investing

The Toronto-Dominion Bank (Canada)

🌍 100% Remote Full time

Job Description

Description

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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 capabilit...