Personal Banker Trainee in Vancouver

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:

At TD Canada Trust, 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.

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 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.
• 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 which will be compatible with your training.

Licensing Requirements:

For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met.

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.

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.

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.