Senior Personal Banker Trainee in Brampton

Work Location: Brampton, Ontario, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $59,500.00 - $84,000.00 CAD

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.

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.
• 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.
• 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.
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers/advice opportunities and referrals, to drive growth for 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 within 90 days of start date.
• Certificate in Financial Services Advice (CFSA) within 6 months of start date.
• This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District.

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.

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.

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.

Our Values: At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

Our Commitment to Diversity, Equity, and Inclusion: At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.