Personal Banker Investment Advisor Trainee

Personal Banker Investment Advisor Trainee

Trainee On-site
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Investment guidance and customer service define this Personal Banker Trainee role with TD Canada Trust in Gander, Newfoundland and Labrador.

As a trainee in Personal & Commercial Banking, you will advise customers on investment and credit solutions. You will ask thoughtful questions, provide personalized financial advice, and support customer loyalty. The role also includes financial reviews, portfolio updates, and referrals to appropriate partners.

Key Responsibilities:

  • Advise customers on investment and credit banking solutions
  • Ask financial questions and deepen customer relationships
  • Provide personalized advice and address customer concerns
  • Review portfolios and suggest solutions aligned with goals
  • Support frontline staff with customer problems

Requirements:

  • High school diploma or one year relevant experience
  • Completion of IFIC or equivalent required
  • CFSA completion within twelve months if hired
  • Advanced investing and credit process knowledge
  • Proficiency with MS Office and internet applications

Apply your financial advice, investment knowledge, and customer communication skills as a TD Personal Banker Trainee.

Personal Banker Investment Advisor Trainee 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.

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Contact Details:

TD Bank Group Recruitment Team