At a Glance
- Tasks: Connect with customers to help them achieve their financial goals through investment advice.
- Company: Join TD Canada Trust, a leading global financial institution.
- Benefits: Competitive salary, health benefits, career development, and flexible work options.
- Other info: Dynamic training program with opportunities for growth and mobility within the company.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: High school diploma or post-secondary education; 2+ years of relevant experience preferred.
The predicted salary is between 59500 - 84000 $ per year.
Work Location: Calgary, Alberta, Canada
Hours: 37.5
Line of Business: Personal & Commercial Banking
Pay Details: $59,500 - $84,000 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:
Department Overview: 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.
In this role, you will:
- Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences.
- Requires deep knowledge and expertise of investment products; with in-depth knowledge of Real Estate Secured Lending, day-to-day banking, and all other TD products and services.
- Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability.
- Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice.
- Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD.
- Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines.
- Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities.
- Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
- Ensure documentation that is prepared and completed is accurate and retained in accordance with business policies and procedures.
- Participate fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation, and teamwork.
- Contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining customers/advice opportunities and referrals.
Job Requirements:
- High School diploma and/or Post-Secondary or Undergraduate degree (in a related field) preferred.
- 2+ years of relevant experience.
- Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date.
- Certificate in Financial Services Advice (CFSA) within 90 days of hire.
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District.
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Senior Personal Banker Trainee in Calgary employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
