At a Glance
- Tasks: Connect with customers to help them achieve their financial goals and provide personalized advice.
- Company: Join TD, one of North America's largest banks, known for its supportive culture.
- Benefits: Enjoy competitive pay, health benefits, career development, and a positive work environment.
- Other info: Great training opportunities and potential for career growth within the organization.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: High school diploma or relevant experience; Mandarin or Cantonese skills are a plus.
The predicted salary is between 52700 - 74400 $ per year.
Work Location: Vancouver, British Columbia, Canada
Hours: 37.5
Line of Business: Personal & Commercial Banking
Pay Details: $52,700 - $74,400 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.
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 Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
- Engage with customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships.
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns.
- Act as a point of contact for the frontline staff in handling customer problems.
- Maintain professional space in common areas as per marketing and regulatory guidelines.
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals.
- Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions.
- Participate fully as a team member, help build a positive and diverse work environment, and address communication issues efficiently.
Job Requirements:
- High school diploma and/or 1 year of relevant experience.
- Post-Secondary or Undergraduate degree in related field is an asset.
- Completion of IFIC or equivalent required.
- CFSA must be completed within 12 months, if hired.
- Real estate secured lending and/or investment experience an asset.
- Sound knowledge of advanced investing and credit processes, banking solutions, and concepts.
- Proficiency in software tools including MS Office and internet applications.
- Tactful communicator able to exchange ideas and customer information in a concise and logical way.
- A self-initiator with strong organizational, planning, and time management skills.
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 compatible with your training.
Mandarin or Cantonese language skills are considered an asset for this opportunity.
Licensing Requirements:
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met.
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.
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.
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.
Colleague Development:
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
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.
Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers so that you can participate throughout the interview process.
Personal Banker Trainee in Vancouver employer: Cari
TD Canada Trust is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities for Branch Managers. Located in Regina, our vibrant work culture fosters collaboration and community involvement, allowing you to make a meaningful impact while delivering outstanding customer experiences. Join us to be part of a team that values your contributions and supports your career aspirations in a dynamic banking environment.
