Personal Banker Trainee / Manager Personal Financial Services Trainee - Dorval

TD; Montreal; On-site; CAD 52,000 - 61,000; Full time

Job summary

Join a leading global financial institution as a Personal Banker Trainee, where you'll provide exceptional customer service and financial advice. This role offers the opportunity to engage with clients, enhance their financial confidence, and contribute to business growth. You'll be supported by a comprehensive rewards package, including health benefits and career development opportunities. If you're passionate about helping customers and thrive in a dynamic team environment, this is the perfect opportunity for you to grow your career in banking.

Benefits

Health Benefits

Retirement Plans

Paid Time Off

Career Development

Recognition Programs

Qualifications

• 1+ years of relevant experience in customer service or banking.
• Certifications: IFIC or CSC; CFSA to be completed after hire.

Responsibilities

• Act as a subject matter expert on TD products and services.
• Provide sound advice and enhance customer financial confidence.
• Support business growth by attracting and retaining customers.

Skills

Customer Service

Financial Advisory

Problem Solving

Communication

Risk Management

Education

High School Diploma

Post-secondary Degree

Job description

Personal Banker Trainee / Manager Personal Financial Services Trainee - Dorval

Join to apply for the Personal Banker Trainee / Manager Personal Financial Services Trainee - Dorval role at TD.

Work Location: Montréal, Quebec, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay Details: $52,700 - $61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies allow colleagues to progress through the salary range as they advance in their role. The actual offered pay may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation with recruiters.

Job Description

CUSTOMER

• Act as a subject matter expert regarding TD products, services, policies, and procedures, especially in personal and business banking.
• Provide sound advice to ensure an exceptional customer experience.
• Discover customer needs through thoughtful questions and offer appropriate solutions.
• Enhance customer financial confidence through ongoing dialogue.
• Engage in outreach via phone, email, and other channels for portfolio updates and opportunities.
• Conduct comprehensive financial reviews and recommend suitable products and services.
• Resolve customer issues efficiently, escalating when necessary.
• Maintain knowledge of local market trends and competitive offers.
• Support a professional and inviting branch environment.
• Assist with transactions and act as escalation point when needed.

SHAREHOLDER

• Contribute to business growth by attracting, acquiring, and retaining customers and advice opportunities.
• Promote the full suite of products and services.
• Support operational excellence and ensure process accuracy.
• Identify and manage risks, escalating high-risk activities.
• Ensure documentation accuracy and compliance.
• Participate in process improvements and stay informed on regulatory changes.

EMPLOYEE / TEAM

• Support a positive team environment and communicate effectively.
• Enhance personal knowledge and participate in development activities.
• Assist colleagues and contribute to team success.
• Promote diversity and act as a brand ambassador.

Breadth & Depth

• Provide complex advice on transactions and products.
• Identify and solve complex problems, acting as a team lead or escalation point.
• Implement service procedures and handle sensitive information tactfully.
• Require formal certifications such as IFIC or CSC; CFSA to be completed upon hire.

Experience And / Or Education

• High School diploma and/or 1+ years relevant experience.
• Certifications: IFIC or CSC; CFSA to be completed after hire.
• Post-secondary degree preferred.

Who We Are

TD is a leading global financial institution, the fifth largest bank in North America, serving over 27 million customers worldwide. Our colleagues are dedicated to delivering legendary customer experiences and are guided by our vision to Be the Better Bank.

Our Total Rewards Package

Includes salary, variable pay, health benefits, retirement plans, paid time off, discounts, career development, and recognition programs.

Additional Information

We support your growth through development programs, training, and mentorship. The role includes onboarding and continuous learning opportunities. We are committed to accessibility and will provide accommodations during the interview process.

Language Requirement (Quebec Only)

Proficiency in a language other than French to support or serve clients in that language.