Senior Personal Banker Trainee in Burnaby

Work Location: Burnaby, British Columbia, 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.

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.

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 Senior Personal Banker– Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

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— especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch.
• 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 which best service the customer's needs.
• 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, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures.
• Participate fully as a member of the team, support 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, to drive growth for TD.

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 of start date.
• This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District.
• For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met.

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.

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.

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.

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.