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.