At a Glance
- Tasks: Deliver tailored investment advice and enhance customer relationships in a fast-paced branch.
- Company: Join TD Canada Trust, a leader in financial services with a commitment to customer satisfaction.
- Benefits: Competitive salary, career growth opportunities, and a supportive team environment.
- Other info: Opportunity for geographic mobility and professional development in a dynamic setting.
- Why this job: Make a real impact on clients' financial confidence while developing your banking expertise.
- Qualifications: High School diploma, relevant degree preferred, and 2+ years in banking or finance.
The predicted salary is between 49500 - 60500 $ per year.
Join TD Canada Trust as a Senior Personal Banker Trainee in Edmonton and deepen customer relationships while delivering investment solutions.
This role requires outstanding financial advising and customer service skills to drive client loyalty.
As a Senior Personal Banker Trainee, you'll play a pivotal role in a fast-paced branch environment.
You will harness your expertise in investment products, create exceptional customer experiences, and proactively engage with clients to enhance their financial confidence.
Building and maintaining expert knowledge in both personal and business banking will be key in this position.
Key Responsibilities
- Provide tailored investment advice focused on customer goals
- Act as a financial subject matter expert for customers and colleagues
- Conduct proactive outreach to discuss customers' portfolio updates
- Ensure accurate documentation reflects customer intentions
- Collaborate effectively within the team to support branch objectives
Requirements
- High School diploma and relevant degree preferred
- 2+ years of experience in banking or finance
- Mandatory Investment Funds in Canada accreditation
- Certificate in Financial Services Advice within 90 days
- Open to geographic mobility as required
Utilize your investment expertise and customer focus to impact lives at TD Canada Trust in Edmonton.
Senior Personal Banker Trainee Edmonton employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
