Personal Banker Trainee

TD Bank; Brampton; On-site; CAD 52,000 - 75,000; Full time

Job summary

Join a leading financial institution as a customer service representative, where you will advise clients on financial solutions and foster strong relationships. This role emphasizes customer engagement, compliance, and teamwork while offering growth opportunities within the bank.

Benefits

Health Benefits

Retirement Plans

Paid Time Off

Career Development Opportunities

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Completion of IFIC or equivalent required.

Responsibilities

• Advise customers on financial solutions, including investment and credit banking options.
• Conduct financial reviews and suggest solutions aligned with customer goals.

Skills

Communication

Organizational Skills

Time Management

Education

High School Diploma

Post-Secondary Degree

Tools

MS Office

Job description

time left to apply End Date: May 21, 2025 (5 days left to apply)

job requisition id R_1420803

Work Location:

Brampton, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$52,700.00 - $74,400.00 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. Our compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they advance in their roles. The actual base pay offered may vary based on skills, experience, knowledge, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss details with your recruiter.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We aim to build deep, lasting relationships with customers by providing a broad range of customer service transactions and advice on services, products, and solutions. At the branch, we understand customer needs and identify opportunities to promote products and services, referring customers to the appropriate team members or internal partners, ensuring a positive experience.

Join TD Canada Trust and embody our values: Think like a customer, Act like an Owner, Innovate with purpose, and Execute with Speed and Impact.

Job Responsibilities:

• Advise customers on high-level financial solutions, including investment and credit banking options.
• Engage with customers through thoughtful questions to create positive experiences and deepen relationships.
• Enhance customer confidence by providing personalized advice, answering questions, and maintaining confidentiality.
• Serve as a point of contact for frontline staff in resolving customer issues.
• Maintain professional and compliant spaces in line with marketing and regulatory guidelines.
• Conduct financial reviews, discuss portfolio updates, and suggest solutions aligned with customer goals.
• Stay informed about industry regulations and participate in process improvements.
• Strive to meet service level agreements and productivity targets.
• Ensure documentation complies with regulations and reflects business intentions accurately.
• Contribute to a positive team environment, mentor colleagues, and communicate effectively.

Job Requirements:

• High school diploma and/or 1 year of relevant experience.
• Post-secondary or undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months if hired.
• Experience in real estate secured lending and/or investments is an asset.
• Knowledge of investing, credit processes, and banking solutions.
• Proficiency in MS Office and internet applications.
• Effective communication skills.
• Strong organizational and time management skills.

About Us:

TD is a leading global financial institution, the fifth largest bank in North America. We serve over 27 million households and businesses worldwide, with over 95,000 colleagues committed to delivering exceptional customer experiences. Our vision is to Be the Better Bank, and our purpose is to enrich lives.

We are dedicated to customer experience, innovation, and building capabilities for the future of banking. We support our colleagues through development, mentorship, and training programs to help them realize their potential.

Total Rewards: Our comprehensive package includes salary, variable pay, health benefits, retirement plans, paid time off, discounts, and career development opportunities. Learn more about our offerings.

Additional Information: We value accessibility and inclusivity. Let us know if you require accommodations during the hiring process.

Colleague Development & Training: We support your career growth with regular conversations, online learning, and mentoring programs.

Interview Process: We will contact candidates to schedule interviews and communicate outcomes promptly.

Our Values & Commitment: Guided by impact, growth, and care, we foster an inclusive environment that reflects our communities. Our TD Ready Commitment aims to support community progress and sustainability, with a goal of C$1 billion in donations by 2030.