Senior Personal Banker – Investing

Senior Personal Banker advising Toronto-area TD customers on investments, lending, and banking products. Building relationships, providing financial planning advice, and driving customer growth for TD Canada Trust.

Posted 8/4/2026full-timeToronto • 🇨🇦 CanadaSenior💰 CA$59,500 - CA$84,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing investment advice and financial planning, with a strong focus on customer needs and TD products. Maintains compliance with regulatory guidelines while fostering a positive branch environment and community presence.

Highest-signal resume keywords

Investment Funds In Canada (IFC) AccreditationCertificate In Financial Services Advice (CFSA)Deep Knowledge Of Investment ProductsIn-Depth Knowledge Of Real Estate Secured LendingCustomer Outreach And Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceFinancial PlanningDocumentation PreparationCustomer Needs AssessmentMarket Monitoring

Soft Skills

CommunicationTeam CollaborationCustomer Service

Certifications & Qualifications

Investment Funds In Canada (IFC) AccreditationCertificate In Financial Services Advice (CFSA)

Industry Keywords

Real Estate Secured LendingTD Products And ServicesRegulatory GuidelinesCustomer ExperienceFinancial Confidence

About the role

Key responsibilities & impact

Create a consistent and exceptional branch customer experience, with a predominant focus on investment advice
Provide investment advice and experiences using deep knowledge of investment products
Apply knowledge of Real Estate Secured Lending, day-to-day banking, and other TD products and services
Ask questions to understand customer needs and own solutions aligned with the mandate
Improve customer financial confidence through ongoing dialogue, answers, and advice
Act as a branch subject matter expert for customers and colleagues on TD products, services, policies, and procedures
Maintain a professional and inviting branch space in accordance with premises, marketing, and regulatory guidelines
Conduct proactive customer outreach by phone, email, and other channels regarding portfolio updates and opportunities
Maintain a presence in the community for additional customer outreach
Monitor the local market, competitive offers, and economic trends to support recommendations
Ensure customer and business documentation is accurate and retained according to policies and procedures
Participate as a team member and support a positive work environment
Communicate issues and points of interest in a timely manner
Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share

Requirements

What you’ll need

High School diploma and/or Post-Secondary or Undergraduate degree in a related field preferred
2+ years of relevant experience
Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date
Certificate in Financial Services Advice (CFSA) required within 90 days of hire for external candidates and prior to start date for internal TD candidates
Deep knowledge and expertise of investment products
In-depth knowledge of Real Estate Secured Lending, day-to-day banking, and TD products and services
Ability to provide financial planning advice and identify customer needs
Ability to accurately prepare and retain documentation according to business policies and procedures

Benefits

Comp & perks

Base salary of $59,500 - $84,000 CAD
Variable compensation
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular development conversations
Training programs
Online learning platform
Mentoring programs
Training and onboarding sessions
Interview accommodations, including accessible meeting rooms and captioning for virtual interviews