North York customers need investment advice and financial planning expertise from a Senior Personal Banker Investing Trainee working onsite at TD Canada Trust.

This trainee position focuses on investment experiences, customer relationships, and advice supporting financial goals. You will build knowledge of investment products, Real Estate Secured Lending, day-to-day banking, and TD services. The role requires customer outreach, accurate documentation, and collaboration with branch colleagues.

Key Responsibilities:

- Provide investment advice supporting customer financial needs
- Uncover needs and own aligned customer solutions
- Answer questions and improve financial confidence
- Conduct proactive outreach about portfolio updates
- Attract and retain customers, referrals, and advice opportunities

Requirements:

- High School diploma or related post-secondary degree
- Two or more years of relevant experience
- Investment Funds in Canada accreditation before starting
- Complete Certificate in Financial Services Advice within 90 days
- Mobility within the assigned district and region

Bring investment expertise, customer outreach, and financial planning advice to TD Canada Trust customers as a Senior Personal Banker.

📌 Senior Personal Banker Investing Trainee (Toronto)
🏢 TD Bank Group
📍 Toronto