Home Borrowing Specialist Trainee

TD

Coquitlam

On-site

CAD 60,000 - 84,000

Full time

13 days ago
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Job summary

TD Canada Trust in Canada is seeking a Senior Personal Banker – Home Borrowing Trainee to deliver tailored financial planning advice and build strong customer relationships in the branch. You will promote real estate secured lending and related TD products while maintaining a high standard of service and compliance.

The role requires ongoing learning, mobility within the assigned district, and readiness to relocate if needed to support business growth within TD.

Qualifications

  • High School diploma and/or post-secondary degree preferred.
  • 2+ years of relevant experience.
  • IFC accreditation or equivalent within 90 days of start date.
  • CFSA within 6 months of start date.

Responsibilities

  • Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice.
  • Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day-to-day banking, and all other TDCT 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.

Skills

Customer service
Real estate secured lending knowledge
Financial advisory
Communication skills

Education

High School diploma
Post-secondary/Undergraduate degree

Job description

TD Canada Trust in Canada is seeking a Senior Personal Banker – Home Borrowing Trainee to deliver tailored financial planning advice and build strong customer relationships in the branch. You will promote real estate secured lending and related TD products while maintaining a high standard of service and compliance.

The role requires ongoing learning, mobility within the assigned district, and readiness to relocate if needed to support business growth within TD.

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