Senior Personal Banker Investing

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Pay Details:

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:

Department Overview:

Are you passionate about connecting personally with clients to assist them in achieving their financial goals Do you love exploring and understanding investment options that best suit clients 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 client loyalty and investment returns.

As the Senior Personal Banker - Investing you are the branch expert in helping clients grow their wealth. You deliver personalized client-focused investment advice and ensure every client leaves with a clear plan to meet their financial goals. By staying current on market trends and TD programs you provide informed recommendations proactively connecting clients with the right solutions and specialists. Your success is measured by client feedback the advice you deliver the deposit and investment volume you grow and how well you help clients feel confident in their financial path.

In this role you will:

• Own the client experience and build long-term relationships.
• Help clients grow their money by providing personalized investment advice.
• Go beyond the initial need and identify opportunities to deepen the client relationship by introducing One TD partners for all banking needs including but not limited to investing and lending.
• Build trust and protect clients colleagues and the Bank
• Find ways to simplify processes for colleagues and clients and use your voice to influence change.
• Be committed to your growth & training. Strengthening capabilities to ensure you provide elevated advice to our clients.

What do you need to succeed

Must-have

• High School diploma.
• Required Accreditation:Investment Funds Canada (IFC)or equivalent andCertificate in Financial Services Advice (CFSA) - FPI & PFSA or equivalent.
• Minimum2 years of relevant experiencein the financial services industry managing client relationships providing financial advice and investment solutions
• Deep knowledge and expertise in investment products and services including Mutual funds GICs RSP and market growth.
• In-depth knowledgeof RESL day-to-day banking and all other TD products and services.
• Client focused mindset while maintaining accountability for responsible strategic pricing practices & financial outcomes.
• Problem solving and people skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency.
• Strong regulatory AML and compliance knowledge to support a culture of integrity.
• Drive to engage in client outreachand community presence to acquire new assets and deepen client relationships.
• The ability to work a rotation across branch hours of operation to ensure we deliver advice when clients need it.

Nice-to-have

• Post-Secondary or Undergraduate degreein a related field is preferred.
• Other accreditations (ie. Financial Planning II)

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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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):