Personal Banker Trainee: Start Your Banking Career

TD Bank Group; Vancouver; Hybrid; CAD 53,000 - 74,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker Trainee in Vancouver, BC. You will provide financial guidance, conduct reviews, and promote appropriate solutions while maintaining confidentiality.

The role emphasizes customer engagement, regulatory awareness, and teamwork within a frontline banking environment. Ideal candidates possess a high school diploma, IFIC/CFSA where applicable, and strong communication skills.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-secondary or undergraduate degree in related field is an asset.
• IFIC or equivalent required.
• CFSA must be completed within 12 months, if hired.

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

Skills

Communication

Customer service

Time management

MS Office

Education

High school diploma

Post-secondary/undergraduate asset

IFIC completion

CFSA within 12 months

Tools

MS Office

Internet applications

Job description

TD Canada Trust is seeking a Personal Banker Trainee in Vancouver, BC. You will provide financial guidance, conduct reviews, and promote appropriate solutions while maintaining confidentiality.

The role emphasizes customer engagement, regulatory awareness, and teamwork within a frontline banking environment. Ideal candidates possess a high school diploma, IFIC/CFSA where applicable, and strong communication skills.