Senior Personal Banker - Borrowing

Work Location:

Ottawa, Ontario, Canada

Hours:

37.5

Line Of Business:
Personal & Commercial Banking

Pay: $59,500 - $84,000 CAD

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services, referring customers to the appropriate team member or internal bank partner while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

• Create a consistent and exceptional customer experience in the branch, with a specialty and predominant focus in home‑borrowing advice and experiences.
• Demonstrate deep knowledge and expertise of real‑estate secured lending products, with in‑depth knowledge of investing, day‑to‑day banking, and all other TDCT products and services.
• Ask thoughtful questions to uncover and understand customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of your capability.
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice.
• Act as a subject‑matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding personal banking and business banking products/services or policies/procedures owned within the branch.
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines.
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities that best serve the customer's needs; be present in the community for additional customer outreach.
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures.
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork, and ensure timely communication of issues or points of interest.
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers/advice opportunities and referrals to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD.

• High school diploma and/or post‑secondary or undergraduate degree (in a related field) preferred.
• At least 2 years of relevant experience.
• Financial Planning II (FP II) post‑appointment within 12 months.
• Investment Funds Canada (IFC) or equivalent certification.
• Certificate in Financial Services Advice (CFSA).

Our total rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement plans, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We are delighted that you are considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home.

Your accessibility is important to us. Please let us know if you would 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.