Personal Banker Trainee - Mandarin and/or Cantonese Language Skills an Asset

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

Job summary

A leading financial institution in Calgary is seeking a Personal Banker Trainee. This role involves advising clients on financial products and assisting them in achieving their financial goals. Candidates should have a high school diploma and relevant experience, with an emphasis on customer engagement, effective communication, and financial advising. The position supports mobility within the assigned district post-training and necessitates a background in investment and credit processes, alongside software proficiency.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Completion of IFIC or equivalent required.
• Real estate securing and/or investment experience is an asset.

Responsibilities

• Advise customers on financial solutions.
• Engage with customers to deepen relationships.
• Provide personalized financial advice.

Skills

Customer engagement

Financial advising

Communication skills

Organizational skills

Education

High school diploma

Post-Secondary degree

Tools

MS Office

Job description

Work Location: Calgary, Alberta, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

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

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

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 Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

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 emerging issues, 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
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, 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 securing 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

Trainee Mobility

This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, the position assigned will be compatible with the training, which may involve transfer and geographic relocation within the region. Mobility to any location in the region is a condition of this employment.

Accommodation

Your accessibility is important to us. Please let us know if you would like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.