Senior Personal Banker - Investing (Toronto, North York, Richmond Hill, Newmarket)

Create a consistent and exceptional customer experience in the branch with a specialty focus on investment advice and experiences. Ask thoughtful questions to uncover customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability. 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 and business banking. Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations. Proactively engage in customer outreach via phone and email to discuss portfolio updates and additional opportunities. Ensure documentation is accurate, properly reflects customer intentions, and is retained in accordance with business policies.