Aspiring Personal Banker: Client Finance Advisor Training

TD Securities; Port Alberni; On-site; CAD 50,000 - 72,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker Trainee in Port Alberni to connect personally with customers and assist them in achieving their financial goals. This role involves advising on investment options, providing personalized financial advice, and ensuring positive customer experiences. Candidates should possess a high school diploma, relevant experience, and proficiency in MS Office. This role is a great opportunity for those passionate about finance and customer engagement, with comprehensive training and growth opportunities offered.

Benefits

Competitive salary

Health and well-being benefits

Career development opportunities

Qualifications

• 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.

Responsibilities

• Advise customers of high-level financial solutions.
• Engage with customers and create positive experiences.
• Increase customer financial confidence with personalized advice.

Skills

Tactful communicator

Strong organizational skills

Proficiency in MS Office

Education

High school diploma

Post-Secondary or Undergraduate degree

Job description

A leading financial institution is seeking a Personal Banker Trainee in Port Alberni to connect personally with customers and assist them in achieving their financial goals. This role involves advising on investment options, providing personalized financial advice, and ensuring positive customer experiences. Candidates should possess a high school diploma, relevant experience, and proficiency in MS Office. This role is a great opportunity for those passionate about finance and customer engagement, with comprehensive training and growth opportunities offered.