Advise Calgary customers on investment options and financial solutions as a Personal Banker Trainee with TD Canada Trust. Full time hours support customer-focused banking.

This trainee role builds expertise in financial planning advice, investment solutions, and credit banking products. You will ask thoughtful questions, understand financial goals, and provide personalized recommendations. The position also involves customer reviews, portfolio updates, regulatory awareness, and frontline support within TD's Personal & Commercial Banking business.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and address customer concerns
- Conduct financial reviews and discuss portfolio updates




- Refer customer matters to appropriate team members or partners
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma or one year relevant experience
- IFIC or equivalent completion required
- CFSA completion within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
- Proficiency with MS Office and internet applications

Build TD Canada Trust expertise through investment advice, financial reviews, credit solutions, and accurate customer-focused service in Calgary.

📌 Personal Banker Investment Advice Calgary
🏢 TD Bank Group
📍 Calgary