Elevate your banking career with TD Canada Trust in Brampton, Ontario. This Senior Personal Banker – Investing Trainee role focuses on investment advice and enhancing customer financial goals.
As a Senior Personal Banker Trainee, you'll foster robust relationships while assisting clients in reaching their financial objectives. This role requires in-depth knowledge of investment products, real estate secured lending, and comprehensive banking services. You will engage customers through proactive outreach and serve as a local financial expert while adhering to TD's high standards.
Key Responsibilities:
• Provide expert financial advice and guidance to customers
• Maintain an inviting atmosphere in the branch
• Proactively reach out to clients for portfolio discussions
• Ensure accurate documentation reflecting customer intentions
• Support team communication and promote a positive environment
Requirements:
• High School diploma; undergraduate degree preferred
• 2+ years of relevant banking experience
• Investment Funds in Canada (IFC) accreditation required
• Certificate in Financial Services Advice within 90 days
• Willing to relocate within the assigned district
Leverage your investment expertise to enhance customer financial confidence and drive growth at TD Canada Trust.
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📌 Senior Personal Banker Training Brampton (Ontario)
🏢 TD
📍 Ontario