Personal Banker Trainee

TD; Ottawa; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker in Kanata, Ontario, to help customers achieve financial goals by offering sound investment and credit solutions. You will engage customers with thoughtful questions, provide personalized advice, and work closely with colleagues to promote products and services.

The role emphasizes building trust, maintaining confidentiality, and delivering accurate information in a fast-paced banking environment. A strong service mindset and teamwork are essential.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• 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.

Responsibilities

• Advise customers on high-level financial solutions from a range of investment and credit banking options.
• Ask financial questions to engage customers and build relationships.
• Provide personalized financial advice to improve confidence and loyalty.
• Serve as a point of contact for frontline staff to resolve customer issues.
• Maintain professional space in common areas per guidelines.
• Discuss portfolio updates and offer personalized solutions based on goals.
• Stay informed about regulations and participate in process improvements.
• Strive to meet service levels and productivity targets.
• Ensure documents reflect business intents and regulatory requirements.
• Collaborate as a team, support colleagues, and address issues efficiently.

Skills

Communication

Time management

Organization

Customer service

Education

High school diploma

Post-secondary degree asset

IFIC completion

CFSA within 12 months

Real estate lending/investment experience asset

Tools

MS Office

Internet applications

Job description

Work Location:

Kanata, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$52,700 - $74,400 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 have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. 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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

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

Job Description:

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

In this role, you are expected to:

• 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

Job Requirements:

• High school diploma and/or 1 year of relevant experience

• 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

• Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment

• Proficiency in software tools including MS Office, and internet application

• Tactful communicator able to exchange ideas and customer information in a concise and logical way

• A self-initiator with strong organizational, planning and time management skills

Who We Are:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

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.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only):

Sans Objet

We look forward to hearing from you!