Guide Calgary customers toward investment options as a Senior Personal Banker–Investing Trainee, using financial planning and product expertise. This branch-based role serves personal and commercial banking customers.

At TD Canada Trust, you will build lasting customer relationships while developing expertise in investment advice. The position involves understanding financial needs, discussing solutions, and supporting customer loyalty and investment returns. You will also learn TD products, services, policies, and procedures across personal and business banking.

Key Responsibilities:

- Create exceptional branch experiences focused on investment advice
- Ask questions, uncover needs, and own suitable solutions
- Improve financial confidence through dialogue and advice




- Conduct proactive outreach about portfolio updates and opportunities
- Maintain accurate documentation and support business growth

Requirements:

- High School diploma and/or related post-secondary degree
- Two or more years of relevant experience
- Investment Funds in Canada accreditation or equivalent
- Certificate in Financial Services Advice within ninety days
- Mobility within the assigned district and region

Apply investment knowledge, financial planning advice, and customer relationship skills as a Calgary Senior Personal Banker–Investing Trainee.

📌 Senior Personal Banker Investing Trainee (Canada)
🏢 TD
📍 Canada