Personal Banker Trainee

TD; Regina; On-site; CAD 50,000 - 72,000; Full time

Job summary

A leading banking institution is looking for a Personal Banker in Regina, Saskatchewan. The role involves connecting with customers to provide financial planning advice and promoting loyalty through informed investment options. Candidates should have strong communication skills and at least a high school diploma.

Benefits

Health and wellness benefits

Retirement savings plans

Employee discounts

Career development opportunities

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Completion of IFIC or equivalent required.
• Sound knowledge of advanced investing and credit processes.

Responsibilities

• Advise customers on financial solutions and investment options.
• Engage with customers to create positive experiences.
• Provide personalized financial advice and address concerns.

Skills

Customer Engagement

Investment Knowledge

Financial Planning

Communication Skills

Organizational Skills

Education

High school diploma

Post-Secondary or Undergraduate degree

Completion of IFIC or equivalent

Tools

MS Office

Internet Applications

Job description

Location

Regina, Saskatchewan, Canada

Hours

37.5

Sector

Services bancaires personnels et commerciaux

Compensation

$50,600 - $71,400 CAD

Description

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.

Personal Banker

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.

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; raise 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.

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.

About TD Canada Trust

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États‑Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.

Compensation Program

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien‑être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien‑être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance.

Additional Information

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Training and Onboarding

Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Interview Process

Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Accommodations

L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous‑titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Language Requirements (Québec Only)

Sans Objet