Personal Banker Trainee — Launch Your Financial Career

TD

Quinte West

On-site

CAD 51,000 - 71,000

Full time

8 days ago
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Benefits offered by this job

Health benefits
Career development
Training & onboarding
Mentoring programs
Online learning platform

Job summary

TD Canada Trust is seeking a Personal Banker to connect with customers and help them achieve financial goals. You will offer sound financial planning advice and promote TD investment and credit solutions.

You’ll ask insightful questions, provide personalized guidance, and deepen customer relationships. You will work with frontline staff, maintain confidentiality, and stay informed on regulations while supporting a positive, client-facing environment.

Qualifications

  • High school diploma and/or 1 year of relevant experience.
  • IFIC or CFSA must be completed within 12 months, if hired.
  • Real estate secured lending and/or investment experience is an asset.

Responsibilities

  • Provide high-level financial solutions from a range of investment and credit banking options.
  • Ask thoughtful financial questions to build relationships and retain customers.
  • Deliver personalized financial advice to enhance loyalty and investment returns.
  • Handle customer problems and refer to appropriate teams with discretion and accuracy.

Skills

Customer service
Communication skills
MS Office
Tactful communicator

Education

High school diploma
Post-secondary asset

Tools

MS Office

Job description

TD Canada Trust is seeking a Personal Banker to connect with customers and help them achieve financial goals. You will offer sound financial planning advice and promote TD investment and credit solutions.

You’ll ask insightful questions, provide personalized guidance, and deepen customer relationships. You will work with frontline staff, maintain confidentiality, and stay informed on regulations while supporting a positive, client-facing environment.

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