Personal Banker Trainee - Ancaster/Hamilton/Binbrook

TD; Hamilton; On-site; CAD 59,000 - 75,000; Full time

Job summary

A leading financial services provider is seeking a Personal Banker Trainee to develop skills in customer service and financial solutions. This role involves advising clients, addressing inquiries, and maintaining compliance with regulations. The ideal candidate will have strong communication and organizational skills, with opportunities for career growth and development.

Benefits

Health and wellness benefits

Retirement plans

Paid time off

Banking perks

Career development programs

Qualifications

• High school diploma or 1 year of relevant experience.
• IFIC certification required; CFSA to be completed within 12 months.

Responsibilities

• Advise customers on financial solutions and investments.
• Conduct financial reviews and suggest tailored solutions.

Skills

Communication

Organizational Skills

Time Management

Education

High school diploma

Post-secondary degree

Tools

MS Office

Job description

Personal Banker Trainee - Ancaster/Hamilton/Binbrook

Join to apply for the Personal Banker Trainee - Ancaster/Hamilton/Binbrook role at TD

Location: Stoney Creek, Ontario, Canada

Salary Range: $59,500 - $74,400 CAD

Schedule: 37.5 hours/week

Sector: Personal and Commercial Banking Services

Job Overview

At TD Canada Trust, we aim to build deep and lasting relationships with our customers by providing a broad range of financial services and advice. As a Personal Banker Trainee, you will develop your skills in financial solutions, customer service, and sales, contributing to a positive customer experience and your professional growth.

Responsibilities

• Advise customers on financial solutions, including investments and credit products
• Engage with customers to understand their financial needs and provide personalized advice
• Support customer confidence by addressing questions and concerns confidentially and accurately
• Handle customer issues as a frontline contact
• Maintain a professional environment in accordance with marketing and regulatory standards
• Conduct financial reviews and suggest tailored solutions based on customer goals
• Stay informed about industry regulations and participate in process improvements
• Meet service and productivity targets
• Prepare documentation compliant with regulations
• Collaborate with team members to foster a positive, diverse work environment

Qualifications

• High school diploma or 1 year of relevant experience
• Post-secondary degree is an asset
• IFIC or equivalent certification required; CFSA to be completed within 12 months of hire
• Experience in real estate secured lending or investments is a plus
• Knowledge of banking and investment processes
• Proficiency in MS Office and internet applications
• Effective communication skills
• Strong organizational and time management skills

About TD

TD is a global leader in financial services, serving millions across Canada, the US, and worldwide. We are committed to enriching the lives of our clients, communities, and colleagues through innovative banking solutions and a focus on customer experience.

Compensation and Benefits

Our total rewards include competitive salary, variable pay, health and wellness benefits, retirement plans, paid time off, banking perks, career development programs, and recognition initiatives.

Career Development

We support your growth with ongoing training, mentorship, and career pathways. Regular development discussions and online learning resources are available to help you achieve your professional goals.

Application Process

We will contact selected candidates to schedule interviews and will communicate decisions via email or phone. Accessibility accommodations are available upon request.