Senior Personal Banker – Home Lending Trainee

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

Job summary

TD Bank Group is seeking a Senior Personal Banker Trainee – Home Borrowing in Brampton, Ontario. The role focuses on delivering expert guidance on home lending while servicing TD customers and advising on related financial solutions.

The position requires 2+ years of relevant experience, IFC accreditation within 90 days, and CFSA within 6 months. Mobility within the region is required as part of the training program.

Qualifications

• 2+ years of relevant experience.
• Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date.
• Certificate in Financial Services Advice (CFSA) within 6 months of start date.

Responsibilities

• Create a consistent customer experience focused on home borrowing and TD products.
• Ask thoughtful questions to uncover needs and propose appropriate TD solutions.
• Maintain accurate, compliant documentation for customer interactions and loans.
• Proactively reach out to customers to discuss portfolio updates and opportunities.

Education

Investment Funds in Canada (IFC) accreditation

Certificate in Financial Services Advice (CFSA)

Job description

TD Bank Group is seeking a Senior Personal Banker Trainee – Home Borrowing in Brampton, Ontario. The role focuses on delivering expert guidance on home lending while servicing TD customers and advising on related financial solutions.

The position requires 2+ years of relevant experience, IFC accreditation within 90 days, and CFSA within 6 months. Mobility within the region is required as part of the training program.