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Senior Personal Banker Investing Trainee
Job Description & How to Apply Below
Calgary customers need investment advice and financial planning expertise from a Senior Personal Banker–Investing Trainee at TD Canada Trust. This branch-based position builds customer confidence through informed guidance.
As a senior banking specialist, you will focus on investment experiences while understanding day-to-day banking, Real Estate Secured Lending, and other TD products. You will uncover customer needs, recommend aligned solutions, and refer specialized needs appropriately. The role also includes outreach, documentation, market awareness, and branch expertise.
Key Responsibilities:- Deliver exceptional branch experiences focused on investment advice
- Explore customer needs through thoughtful questions and dialogue
- Provide financial guidance and answer customer questions
- Conduct proactive outreach about portfolios and opportunities
- Attract and retain customers, referrals, and new business
- High School diploma or related post-secondary degree preferred
- At least two years of relevant experience
- Investment Funds in Canada accreditation before starting
- Complete CFSA certification within 90 days of hire
- Mobility within the assigned district and region
Apply investment expertise, customer dialogue, and financial planning advice as a Senior Personal Banker with TD Canada Trust.
Position Requirements
10+ Years
work experience
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