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About the Role

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.

Responsibilities

Own the client experience and build long-term relationships.
Help clients grow their money by providing personalized investment advice.
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.
Strengthen capabilities to ensure you provide elevated advice to our clients.

Requirements

High School diploma.
Minimum 2+ years of relevant experience in 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 knowledge of 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 outreach and 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.

Skills

Investment Funds Canada (IFC) or equivalent
Certificate in Financial Services Advice (CFSA) - FPI & PFSA, or equivalent
Financial Planning II (preferred)

Location

London, Ontario, Canada

Work Type

Full-time

Experience Level

2+ years of relevant experience
Senior

Education Level

High School diploma
Post-Secondary or Undergraduate degree in a related field (preferred)

Salary/Compensations

$59,500 - $84,000 CAD

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

About the Company

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.

Equal Opportunity

TD is committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.