Personal Banker Trainee / Manager Personal Financial Services Trainee I

TD; Canada; On-site; CAD 52,000 - 75,000; Full time

Job summary

Join a forward-thinking financial institution as a Personal Banker, where your passion for customer service and financial expertise will help clients achieve their financial goals. In this dynamic role, you will provide personalized financial advice, engage with customers to build lasting relationships, and navigate a range of investment and credit solutions. Be part of a team that values innovation, speed, and impact, and contribute to delivering legendary customer experiences. This is a unique opportunity to make a difference in the lives of individuals and communities while enjoying a comprehensive rewards package that supports your well-being and career development.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Banking Benefits and Discounts

Career Development Programs

Reward and Recognition Programs

Qualifications

• High school diploma and/or 1 year of relevant experience required.
• Completion of IFIC or equivalent required.

Responsibilities

• Advise customers on financial solutions and investment options.
• Engage customers to create positive experiences and deepen relationships.

Skills

Customer Service

Financial Planning

Investment Knowledge

Communication Skills

Organizational Skills

Education

High School Diploma

Post-Secondary Degree

Tools

MS Office

Internet Applications

Job description

Work Location:
Cobourg, Ontario, Canada

Hours:
37.5

Line of Business:
Personal & Commercial Banking

Pay Details:
$52,700 - $74,400 CAD

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Role Overview:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you are expected to:

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• Engage with customers by asking thoughtful financial questions 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.
• 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 emerging issues, evolving regulations and industry codes of conduct.
• 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.
• Participate fully as a team member, help build a positive and diverse work environment, and address communication issues efficiently.

Job Requirements:

• 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.
• Proficiency in software tools including MS Office and internet applications.
• 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.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We're delighted that you're considering building a career with TD. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.