Personal Banker Trainee | Finance & Investments Path

TD; Lethbridge; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker Trainee in Lethbridge, Alberta. You will connect personally with customers, advise on investments and banking solutions, and support frontline staff to deliver a positive banking experience.

The role emphasizes financial planning, regulated processes, and staying up-to-date with industry changes. A mobility clause may apply within the assigned TD district.

Qualifications

• High school diploma or 1 year of relevant experience required.
• Post-secondary or undergraduate degree is an asset.
• IFIC or equivalent required; CFSA within 12 months of hire.
• Knowledge of investing, banking solutions and credit processes.

Responsibilities

• Provide financial guidance to customers on investments and banking solutions.
• Engage customers with questions to tailor personalized advice.
• Support frontline staff in handling customer inquiries and problems.
• Maintain professional space and comply with regulations.

Skills

Tactful communicator

Self-starter

Organizational skills

Time management

MS Office proficiency

Interpersonal skills

Education

Post-Secondary or Undergraduate degree asset

High school diploma / 1 year experience

IFIC or equivalent

CFSA within 12 months

Real estate lending/investment experience asset

Tools

MS Office

Internet applications

Job description

TD Canada Trust is seeking a Personal Banker Trainee in Lethbridge, Alberta. You will connect personally with customers, advise on investments and banking solutions, and support frontline staff to deliver a positive banking experience.

The role emphasizes financial planning, regulated processes, and staying up-to-date with industry changes. A mobility clause may apply within the assigned TD district.