Investing Specialist: Senior Personal Banker Trainee

The Toronto-Dominion Bank (Canada); Burnaby; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Canada Trust in Burnaby, British Columbia, is seeking a Senior Personal Banker– Investing Trainee to deliver sound financial planning advice and exceptional service in branch settings.

You will engage customers to understand their goals, propose suitable investment options, and collaborate with colleagues to refer complex needs to specialists. A mobility clause may apply as you progress within the assigned district and training program.

Qualifications

• Minimum 2+ years of relevant experience in financial services.
• Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date.
• CFSA within 90 days of hire.

Responsibilities

• Provide personalized financial guidance to customers to support goals.
• Promote products and services and refer to appropriate teams.
• Maintain accurate records and ensure compliance with licensing and regulatory requirements.
• Outreach to clients via phone/email to discuss portfolio updates and opportunities.
• Collaborate with team to achieve branch objectives.

Skills

Customer service

Investment knowledge

Relationship building

Education

High School diploma or higher

Job description

TD Canada Trust in Burnaby, British Columbia, is seeking a Senior Personal Banker– Investing Trainee to deliver sound financial planning advice and exceptional service in branch settings.

You will engage customers to understand their goals, propose suitable investment options, and collaborate with colleagues to refer complex needs to specialists. A mobility clause may apply as you progress within the assigned district and training program.