Investment-Focused Personal Banker Role (Alberta)
Investment-Focused Personal Banker Role (Alberta)
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Alberta, Canada
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Last edited: less than a week ago
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Description
Join TD Canada Trust as a Senior Personal Banker specializing in investments in Calgary, Alberta. Cultivate customer relationships while providing expert advice and quality service. As a Senior Personal Banker, your role is to craft outstanding customer experiences through a strong focus on investment advice and financial solutions. You'll engage with customers to understand their unique financial needs and offer tailored strategies, while consistently contributing to a collaborative team culture. Expect to leverage your knowledge to manage client portfolios and drive growth for TD Canada Trust. Key Responsibilities: • Provide investment advice tailored to customer needs • Apply knowledge of banking products and services • Conduct proactive outreach to clients regarding opportunities • Ensure documentation reflects customer intentions accurately • Support team objectives and promote collaboration Requirements: • High School diploma; post-secondary education preferred • 2+ years related banking experience • Investment Funds Canada certificate or equivalent • Robust understanding of financial products • Excellent communication and service skills Join a committed team and elevate customer financial confidence at TD Canada Trust in Calgary. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oossn
Highlights
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Company nameTD
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Job positionInvestment-Focused Personal Banker Role (Alberta)
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Investment-Focused Personal Banker Role (Alberta) has been posted in the St. Albert Accounting, Financing & Banking category on Locanto.
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