Postuler

Publié il y a 9 jours

Senior Personal Banker - Home Borrowing Trainee Networking Event

@ The Toronto-Dominion Bank (Canada)

Calgary, AB · Airdrie, AB

Sur placeTemps plein2+ ans d’expérience
Postuler
SIGNAUX

En bref

The Toronto-Dominion Bank (TD Canada Trust) is hiring a Senior Personal Banker – Home Borrowing Trainee in Calgary for a full-time role of 37.5 hours a week. The role focuses on advising customers on home borrowing and real estate secured lending, plus investments and daily banking, and carries a mobility clause. Pay is posted at $59,500 to $84,000 CAD.

Responsabilités :

  • Advise customers on home borrowing and real estate secured lending
  • Provide investment and financial planning advice
  • Conduct proactive customer outreach by phone and email
  • Act as subject matter expert for branch customers and colleagues
  • Maintain accurate, compliant customer documentation

Résumé des exigences :

  • 2+ years of relevant experience
  • High school diploma; related post-secondary degree preferred
  • IFC accreditation within 90 days of start
  • CFSA certificate within 6 months of start
  • Willingness to be mobile within the assigned district

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payésMieux-être
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-02
Première détection par notre source
2026-11-03
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine37.5
Déplacementsavion : aucun · route : minimes
Milieu de travailMagasin, Bureau, Chez les clients
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsInvestment Funds in Canada (IFC), Certificate in Financial Services Advice (CFSA)
FormationSecondaire (DES) (exigé), Baccalauréat (préféré)
Avantages mentionnésCongés payés généreux, Régime de retraite, Rabais employé, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

The Toronto-Dominion Bank (Canada)

ChampValeur
Offres sur Jobsy915
Description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$59,500 - $84,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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 – Home Borrowing 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 home borrowing advice and experiences
  • Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day-to-day banking, and all other TDCT 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 – Home Borrowing 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:

  • 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 within 90 days of start date
  • Certificate in Financial Services Advice (CFSA) within 6 months 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 date

Certificate in Financial Services Advice (CFSA) prior to start date

Applicable to external candidates:

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


#LI-Retail

#IN-Retail

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Emplois semblables

  • Senior Personal Banker - Home Borrowing

    Vancouver, BC
    Sur placeTemps plein

    The Toronto-Dominion Bank (Canada)

    2+ ansCandidates need at least 2 years of relevant financial services experience, a high school diploma, and expert knowledge of residential lending and banking products. Financial Planning II, Investment Funds Canada or the Certificate in Financial Services Advice is required within 12 months of appointment or is preferred.

    Customer experience, Business processes, Documentation, Process improvement, Risk management, Anti-money laundering

    Personal Banker

    Ottawa, ON
    Sur placeTemps plein

    The Toronto-Dominion Bank (Canada)

    1+ ansCandidates need a high school diploma and/or one year of relevant experience, plus IFIC or equivalent. A CFSA must be completed within 12 months of hire. Strong investing knowledge, customer communication skills and proficiency in MS Office are required.

    MS Office

  • Personal Banker

    Markham, ON

    Bank of Montreal

    2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. Working knowledge of retail investment and lending products, a Canadian investment sales registration, and lending qualifications are needed, along with strong consultative sales and interpersonal skills.

    Online banking tools, Tablets, Smart phones, Social media

    Personal Banker

    Markham, ON

    Bank of Montreal

    2+ ansBank of Montreal needs candidates with 2 to 3 years of relevant experience, preferably in consultative sales or customer service and financial services. Candidates must hold lending qualifications and, in Canada, registration to sell investment products.

    Tablets, Online banking tools

    Personal Banker

    Squamish, BC

    Bank of Montreal

    2+ ansBank of Montreal needs candidates with typically 2 to 3 years of relevant experience, and a post-secondary degree is preferred. They should know personal banking products, contact centre processes and call centre technology, and have good communication, organization and problem-solving skills.

    call centre technology

    Personal Banker

    Markham, ON
    Temps plein

    Bank of Montreal

    2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. They also need investment sales registration, lending qualifications, and a consultative sales or customer service background.

    Online banking tools, Tablets, Smart phones, Social media

    Personal Banker

    Markham, ON
    Temps plein

    Bank of Montreal

    2+ ansCandidates need typically 2 to 3 years of relevant experience, a post-secondary degree is preferred, and in Canada they must hold investment product registration and lending qualifications. Strong customer service, sales and communication skills are required.

    Online banking tools, Social media, Tablets

    Personal Banker

    Squamish, BC
    Temps plein

    Bank of Montreal

    2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. They should know personal banking products, contact centre processes, and call centre technology, and have good communication, organization, teamwork, and problem-solving skills.

    Call centre technology

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.