Personal Banker Trainee: Growth, Training, Mobility

TD; Town of Cochrane; Vor Ort; CAD 53.000 - 74.000; Vollzeit

Zusammenfassung

TD Canada Trust is seeking a Personal Banker Trainee in Cochrane, Alberta to help customers achieve financial goals and promote appropriate investments. You will connect with clients, analyze needs, and offer suitable financial guidance while maintaining confidentiality.

The role emphasizes high-quality service, teamwork, and mobility across TD locations within the assigned district, with training and ongoing development opportunities.

Qualifikationen

• High school diploma and/or 1 year of relevant experience.
• Post-secondary degree is an asset.
• IFIC or equivalent required.
• CFSA must be completed within 12 months if hired.
• Real estate secured lending/investment experience is an asset.
• Proficiency with MS Office and internet applications.
• Strong communication, organization, and time-management skills.

Aufgaben

• Advise customers on high-level financial solutions from a range of banking products.
• Ask focused questions to understand customer needs and strengthen relationships.
• Provide personalized financial advice and conduct reviews of portfolios.
• Support frontline staff and maintain a professional workspace.
• Stay informed about regulations and contribute to process improvements.

Kenntnisse

Customer service

Financial knowledge

MS Office

Communication

Time management

Mobility

Ausbildung

High school diploma

IFIC or equivalent

CFSA within 12 months

Tools

MS Office

Jobbeschreibung

TD Canada Trust is seeking a Personal Banker Trainee in Cochrane, Alberta to help customers achieve financial goals and promote appropriate investments. You will connect with clients, analyze needs, and offer suitable financial guidance while maintaining confidentiality.

The role emphasizes high-quality service, teamwork, and mobility across TD locations within the assigned district, with training and ongoing development opportunities.