Investments Senior Personal Banker – Trainee

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

Benefits offered by this job

Career development

Training & onboarding

Competitive benefits

Job summary

TD Canada Trust is seeking a Senior Personal Banker–Investing Trainee in Calgary. The role centers on delivering investment advice, building lasting customer relationships, and guiding clients toward suitable financial solutions.

You will work within the Personal & Commercial Banking line, leveraging product knowledge and market insights to promote TD services while maintaining a high standard of customer service and compliance.

Qualifications

• High School diploma or equivalent, or post-secondary preferred.
• IFC accreditation or equivalent required prior to start date.
• CFSA certification within 90 days of hire.

Responsibilities

• Create an exceptional customer experience with a focus on investment advice.
• Possess deep knowledge of investment products and TD services.
• Ask questions to assess customer needs and route to experts as needed.
• Maintain knowledge of local market trends to support advisory recommendations.
• Support outreach and portfolio updates to help customers reach financial goals.

Skills

Customer service

Investment knowledge

Communication

Relationship building

Market knowledge

Education

High School diploma or equivalent

IFC accreditation

CFSA certification

Job description

TD Canada Trust is seeking a Senior Personal Banker–Investing Trainee in Calgary. The role centers on delivering investment advice, building lasting customer relationships, and guiding clients toward suitable financial solutions.

You will work within the Personal & Commercial Banking line, leveraging product knowledge and market insights to promote TD services while maintaining a high standard of customer service and compliance.