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Senior Personal Banker at TD Canada Trust

Company

TD

Location

calgary, ab

Type

Full-time

Enhance customer relationships with TD Canada Trust as a Senior Personal Banker focusing on investments in Calgary, Alberta. Deliver top-tier financial solutions and investment advice tailored to clients' needs.

In this senior role, you will specialize in crafting exceptional experiences for customers through expert investment guidance. You will engage clients, understanding their unique financial needs while nurturing portfolio growth and collaboration. Your skills will be integral to promoting team objectives and ensuring customer satisfaction in financial matters.

Key Responsibilities: • Provide personalized investment advice to clients • Utilize knowledge of banking products effectively • Conduct outreach to inform clients of opportunities • Ensure accurate customer documentation • Foster a collaborative team culture

Requirements: • High School diploma; preferred post-secondary education • Minimum 2 years of banking experience • Investment Funds Canada ce...

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