Investment-Focused Personal Banker (Trainee)

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

Job summary

TD Bank Canada Trust in Calgary seeks a Senior Personal Banker- Investing Trainee to deliver sound financial planning advice and promote customer loyalty through investment guidance.

You will develop expertise in investment products, Real Estate Secured Lending, and day-to-day banking while supporting clients and referring opportunities. This role includes a mobility clause within the assigned district as you progress in training.

Qualifications

• High School diploma and/or Post-Secondary degree preferred.
• 2+ years of relevant investment experience.
• IFC accreditation or equivalent required prior to start.

Responsibilities

• Create a consistent and exceptional customer experience in the branch with focus on investment advisory.
• Demonstrate deep knowledge of investment products and TD offerings.
• Ask questions to uncover customer needs and propose suitable solutions.
• Maintain professional branch presence and ensure accurate documentation per policy.
• Engage in proactive outreach to discuss portfolio updates and opportunities for clients.

Skills

2+ years of experience

IFC accreditation

CFSA within 90 days

Education

High School diploma

Post-Secondary degree preferred

Job description

TD Bank Canada Trust in Calgary seeks a Senior Personal Banker- Investing Trainee to deliver sound financial planning advice and promote customer loyalty through investment guidance.

You will develop expertise in investment products, Real Estate Secured Lending, and day-to-day banking while supporting clients and referring opportunities. This role includes a mobility clause within the assigned district as you progress in training.