Personal Banker Trainee: Growth, Training & Mobility

TD

Vaudreuil-Dorion

On-site

CAD 60,000 - 74,000

Full time

14 days+

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Job summary

TD Canada Trust is seeking a Personal Banker Trainee in Vaudreuil-Dorion, QC. This role guides clients through financial planning, investments, and banking solutions to strengthen relationships and loyalty. You will complete IFIC/CFSA requirements and participate in mobility within the TD district, with training and mentorship to grow into a frontline banking professional.

The position offers a supportive Total Rewards package and opportunities for career development across TD’s Canadian network.

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 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

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 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
Mentor others and contribute to a positive, diverse work environment