Personal Banker Trainee — Client Financial Advisor

TD; City of Langley; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Canada Trust in Langley, BC is hiring a Personal Banker Trainee to help customers achieve their financial goals through advisory services and investments. You will learn to provide sound financial planning and build loyalty through personalized solutions.

Role offers mobility within the assigned district after training, with TD's supportive culture and opportunities for career growth. Strong communication and a customer-first mindset 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.
• Sound knowledge of banking solutions and concepts to advise customers.

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; 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 and mentor others in the completion of work activities
• Address communication issues efficiently

Skills

MS Office

Communication

Time management

Customer service

Education

High school diploma

Undergraduate degree asset

Tools

MS Office

Job description

TD Canada Trust in Langley, BC is hiring a Personal Banker Trainee to help customers achieve their financial goals through advisory services and investments. You will learn to provide sound financial planning and build loyalty through personalized solutions.

Role offers mobility within the assigned district after training, with TD's supportive culture and opportunities for career growth. Strong communication and a customer-first mindset are essential.