At a Glance
- Tasks: Connect with customers to help them achieve their financial goals and provide personalized advice.
- Company: Join TD Canada Trust, a leading global financial institution with a focus on client experience.
- Benefits: Competitive salary, health benefits, career development, and a supportive work environment.
- Other info: Dynamic training program with opportunities for growth and mobility within the organization.
- Why this job: Make a real impact by helping clients navigate their financial journeys and build lasting relationships.
- Qualifications: High school diploma or relevant experience; post-secondary education is a plus.
The predicted salary is between 59500 - 74400 $ per year.
Work Location: Vaudreuil-Dorion, Quebec, Canada
Hours: 37.5
Line Of Business: Personal & Commercial Banking
Pay Details: $59,500 - $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.
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.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
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.
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.
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.
- 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.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.
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.
Language Requirement (Quebec Only):
Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Personal Banker Trainee – Montreal-West in Vaudreuil-Dorion 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.
