Senior Personal Banker – Investing

. Create a consistent and exceptional branch customer experience, with a focus on investment advice .

Posted 9/22/2026full-timeCalgary • CanadaSenior💰 CA$59,500 - CA$84,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment products and real estate secured lending while providing exceptional customer service and financial advice. Capable of conducting proactive outreach and maintaining compliance with regulatory guidelines to enhance customer financial confidence.

Highest-signal resume keywords

Investment Funds In Canada (IFC) AccreditationCertificate In Financial Services Advice (CFSA)Customer Relationship ManagementProactive Customer OutreachKnowledge Of Local Market Trends

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeReal Estate Secured LendingFinancial AdviceCustomer Documentation AccuracyRegulatory Compliance

Soft Skills

Customer Service OrientationEffective CommunicationTeam CollaborationProblem Solving

Certifications & Qualifications

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

Industry Keywords

Branch Customer ExperienceTD Products And ServicesFinancial ConfidenceMarket Share GrowthCompetitive Offers

About the role

Key responsibilities & impact

Create a consistent and exceptional branch customer experience, with a focus on investment advice
Apply deep knowledge of investment products and knowledge of real estate secured lending, day-to-day banking, and TD products and services
Ask questions to uncover customer needs and own solutions aligned with the mandate
Improve customer financial confidence through dialogue, answers, and advice
Act as a branch subject matter expert for customers and colleagues on TD products, services, policies, and procedures
Maintain professional and inviting branch common areas in accordance with premises, marketing, and regulatory guidelines
Conduct proactive customer outreach by phone, email, and other channels regarding portfolio updates and opportunities
Maintain knowledge of the local market, competitive offers, and economic trends to support recommendations
Ensure customer and business documentation is accurate and retained according to policy
Participate as a team member and support a positive, service-oriented work environment
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
2+ years of relevant experience
Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date
Certificate in Financial Services Advice (CFSA) within 90 days of hire of start date
Post-Secondary or Undergraduate degree (in a related field) preferred
Willingness and ability to be mobile within the Assigned District, including potential geographic relocation to another TD location within the assigned region
For internal TD candidates: IFC accreditation or equivalent prior to start date
For internal TD candidates: CFSA prior to start date
For external candidates: IFC accreditation or equivalent required prior to start date
For external candidates: CFSA within 90 days of hire of start date

Benefits

Comp & perks

Base salary
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, and performance conversations
Online learning platform
Mentoring programs
Training and onboarding sessions
Accessibility accommodations throughout the interview process