Build investment advice expertise with TD Canada Trust as a Senior Personal Banker Investing Trainee in North York, Ontario, Canada.
This trainee role serves Personal & Commercial Banking customers through financial planning advice and investment experiences. You will apply investment product knowledge, understand customer needs, support day-to-day banking, and advise on TD products and services. The position requires customer outreach, accurate documentation, and market awareness.
Key Responsibilities:
- Create exceptional branch experiences focused on investment advice
- Uncover customer needs and align appropriate financial solutions
- Answer questions and improve customer financial confidence
- Conduct outreach about portfolio updates and opportunities
- Support business growth through customers, referrals, and current business
Requirements:
- High School diploma and/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 assigned region
Use investment expertise, financial planning advice, and customer outreach to support TD Canada Trust growth in North York.
📌 Senior Personal Banker Investing Trainee (Toronto)
🏢 TD
📍 Toronto
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