At a Glance
- Tasks: Provide investment advice and support customers in achieving their financial goals.
- Company: Join TD Canada Trust, a leader in financial services with a focus on customer relationships.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in the financial sector.
- Why this job: Make a real difference in customers' lives while building your finance expertise.
- Qualifications: High school diploma or post-secondary degree; investment experience preferred.
The predicted salary is between 49500 - 60500 $ per year.
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 in Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
