Senior Personal Banker Trainee - Investing

TD Bank Group; Calgary; Hybrid; CAD 60,000 - 84,000; Full time

Job summary

TD Canada Trust, filiale du TD Bank Group, recherche un(e) Senior Personal Banker – Investing Trainee à Calgary pour aider les clients à atteindre leurs objectifs financiers et à explorer les options d’investissement adaptées.

Le poste exige une connaissance approfondie des produits TD, un focus sur le conseil en investissement et la capacité d’établir des relations durables avec les clients. Mobilité intra-région et CFSA dans les 90 jours sont requis.

Qualifications

• 2+ années d'expérience pertinente
• Accreditation IFC (Investment Funds in Canada) ou équivalent requise avant la date de début
• CFSA dans les 90 jours suivant l'embauche

Responsibilities

• Offrir une expérience client exceptionnelle en agence avec un focus sur les conseils d'investissement
• Poser des questions pertinentes pour comprendre les besoins du client et proposer des solutions adaptées
• Servir de référence en matière d'investissements et produits TD pour clients et collègues
• Maintenir un cadre professionnel et accueillant dans l'agence tout en respectant les directives
• Contacter proactivement les clients (appel/télécopie/email) pour discuter des mises à jour de portefeuille
• Connaître le marché local, les offres concurrentes et les tendances économiques pour soutenir les recommandations
• Veiller à la précision et à la conformité des documents reflétant les intentions des clients/entreprises
• Travailler en équipe pour atteindre les objectifs et favoriser l'innovation et le service

Skills

Investissement personnel

Relation client

Education

Diplôme d'études secondaires

Diplôme post secondaire

Job description

## Banquier personnel principal – placementsPostuler: Sur place: Calgary, Alberta: Temps plein: Publié aujourd'hui: Date de fin : 30 septembre 2026 (Il reste 14 jours pour postuler): R\\_1511048**Lieu de travail :**Calgary, Alberta, Canada**Horaire :**37.5**Secteur d’activité :**Services bancaires personnels et commerciaux**Détails de la rémunération :**$59,500 - $84,000 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.**Description du poste :****Department Overview:**At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.**Job Description:**Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a **Senior Personal Banker– Investing** **Trainee** and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.**In this role, you will:*** Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences* Requires deep knowledge and expertise of investment products; with in-depth knowledge of Real Estate Secured Lending, day-to-day banking, and all other TD products and services* Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability* Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice* Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch* Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Investing occupies* Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach* Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations* Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures* Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest* Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD**Job Requirements:*** High School diploma and/or* Post-Secondary or Undergraduate degree (in a related field) preferred* 2+ years of relevant experience* Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date* Certificate in Financial Services Advice (CFSA) within 90 days of hire of start date**Trainee Mobility** This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to identify an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.**Applicable to internal TD candidates:**Investment Funds in Canada (IFC) accreditation or equivalent prior to start dateCertificate in Financial Services Advice (CFSA) prior to start date**Applicable to external candidates:**Investment Funds in Canada (IFC) accreditation or equivalent required prior to start dateCertificate in Financial Services Advice (CFSA) within 90 days of hire of start date