Personal Banker Trainee – St-Jérôme in Saint-Jérôme

Location: Saint-Jérôme, Québec, Canada

Schedule: 37.5 hours per week

Sector: Personal and Commercial Banking Services

Salary Details: $52,700 - $74,400 CAD

The TD is committed to offering fair and equitable compensation to all colleagues. Opportunities for growth and skill development are essential characteristics of the colleague experience at TD.

As a candidate, we encourage you to ask questions about compensation and have an open conversation with your recruiter, who can provide more specific details about this position.

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.

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.

• 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 properly reflect business intentions.
• Participate fully as a team member, help build a positive and diverse work environment, and assist and mentor others in the completion of work activities.

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. Geographic relocation to another TD location within your assigned region may be required.