Investing Specialist Trainee — Personal Banking

TD; Brampton; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Canada Trust, a leading Canadian bank, is seeking a Senior Personal Banker - Investing Trainee in Brampton, Ontario. You will deliver investment guidance, promote TD products, and build lasting client relationships while supporting a broad range of personal banking services.

This role requires 2+ years of relevant banking experience, a High School diploma or higher, and credentials such as IFC and CFSA within 90 days. Mobility within the assigned district is expected as part of training.

Qualifications

• High School diploma or higher; post-secondary preferred.
• Minimum 2+ years of relevant banking experience.
• IFC accreditation or equivalent required prior to start date.
• CFSA certification to be obtained within 90 days of hire.

Responsibilities

• Provide investment guidance and product recommendations to clients.
• Promote TD products and services to meet client needs.
• Maintain accurate client documentation and ensure regulatory compliance.
• Engage in proactive outreach to grow portfolio and referrals.
• Collaborate with branch team to deliver exceptional customer experience.

Skills

Customer service

Investment knowledge

Financial advisory

Education

High School diploma

Post-Secondary degree

IFC accreditation

CFSA within 90 days

Job description

TD Canada Trust, a leading Canadian bank, is seeking a Senior Personal Banker - Investing Trainee in Brampton, Ontario. You will deliver investment guidance, promote TD products, and build lasting client relationships while supporting a broad range of personal banking services.

This role requires 2+ years of relevant banking experience, a High School diploma or higher, and credentials such as IFC and CFSA within 90 days. Mobility within the assigned district is expected as part of training.