Senior Personal Banker Investing Trainee (Toronto)

Senior Personal Banker Investing Trainee (Toronto)

03 Nov
|
TD
|
Toronto

03 Nov

TD

Toronto

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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