Toronto customers need thoughtful financial guidance from a Personal Banker Trainee skilled in investment options and credit solutions. This is a 37.5-hour branch role.
At TD Canada Trust, the Personal Banker Trainee builds customer relationships through financial reviews, personalized advice, and service transactions. You will explore investment and credit banking solutions, address concerns, and support customer loyalty. The role also includes training, regulatory awareness, and collaboration with frontline staff and internal partners.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask financial questions and deepen customer relationships
- Provide personalized advice and answer customer concerns
- Review portfolios and suggest goal-based solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Build expertise in financial advice, investment solutions, and customer relationships as a Personal Banker Trainee with TD Canada Trust.
Personal Banker Trainee Toronto 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.
