Support customers in Vaudreuil-Dorion as a Personal Banker Trainee, applying investment knowledge and financial advice within TD Canada Trust branches.
This trainee position builds customer relationships through personalized financial planning advice. You will discuss investment and credit solutions, review portfolios, and address customer concerns. The role also develops knowledge of banking processes, regulations, and industry codes while supporting frontline colleagues.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask financial questions to deepen customer relationships
- Provide personalized advice and address customer concerns
- Review portfolios and suggest goal-based solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Post-secondary degree in a related field is an asset
- Completion of IFIC or equivalent is required
- Complete CFSA within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
Develop customer-focused financial expertise through investment advice, portfolio reviews, and relationship building at TD Canada Trust.
Personal Banker Trainee Investment Advice in Vaudreuil-Dorion 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.
