Financial Advisor Trainee – Personal Banking

TD; Vaudreuil-Dorion; On-site; CAD 60,000 - 74,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker Trainee in Vaudreuil-Dorion, QC to help clients achieve their financial goals through personalized guidance on investments, credit and banking solutions. You will engage with customers, perform financial reviews, and collaborate with a team to deliver outstanding service, while adhering to regulatory requirements and TD's client-first culture.

This role includes a mobility clause within the Assigned District and a comprehensive training/onboarding

Qualifications

• 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.
• Proficiency with MS Office and internet applications.

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• By asking thoughtful financial questions, 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; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
• 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 as well as participate in process improvement opportunities to protect the interests of the organization.
• Strive to achieve and improve service level agreements and productivity targets.
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions.
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently.

Skills

Strong communication

Customer service

Questioning skills

Organizational skills

Self-starter

MS Office proficiency

Regulatory awareness

Interpersonal skills

Education

Post-Secondary or Undergraduate degree asset

IFIC or equivalent required

CFSA within 12 months

Tools

MS Office

Job description

TD Canada Trust is seeking a Personal Banker Trainee in Vaudreuil-Dorion, QC to help clients achieve their financial goals through personalized guidance on investments, credit and banking solutions. You will engage with customers, perform financial reviews, and collaborate with a team to deliver outstanding service, while adhering to regulatory requirements and TD's client-first culture.

This role includes a mobility clause within the Assigned District and a comprehensive training/onboarding