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 new 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 in Toronto employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
