Personal Banker Trainee - The North District

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

Job summary

An established industry player is seeking a Personal Banker Trainee to join their dynamic team in Newmarket. This role is perfect for those passionate about finance and customer service, where you will assist customers in achieving their financial goals through personalized advice and solutions. You'll play a key role in advising on investment options and building lasting relationships with clients. With a commitment to growth and development, this opportunity offers a pathway to a fulfilling career in banking, where your contributions will make a significant impact on customer experiences and financial success.

Benefits

Health Benefits

Career Development Programs

Paid Time Off

Banking Discounts

Qualifications

• 1 year of relevant experience in financial services is preferred.
• Completion of IFIC or equivalent required.

Responsibilities

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

Skills

Customer Service

Financial Planning

Investment Knowledge

Communication

Organizational Skills

Education

High School Diploma

Post-Secondary Degree

Tools

MS Office

Internet Applications

Job description

Personal Banker Trainee - The North District

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Personal Banker Trainee - The North District

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Join to apply for the Personal Banker Trainee - The North District role at TD

Work Location:

Newmarket, Ontario, 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:

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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

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 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
• 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 secured lending 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
  
  

Additional Information :

• FUTURE OPPORTUNITIES*
• Language fluency in the following is considered an asset: Korean, Mandarin, Cantonese, Vietnamese, Farsi, Spanish, Portuguese, Russian, Ukrainian, Polish or Italian.
• Experience in financial services industry is required.
• Completion of and active standing of either IFC or CSC is a pre-requisite. Upload copy of IFC or CSC certificate to candidate profile when submitting application.
• Successful candidates will join TD as a Personal Banker Trainee. Upon completion of the training program, you will be assigned to a Personal Banker position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to avail an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within The North District and geographic mobility is a condition of employment. The North District is comprised of the following branch locations:
  
  

14845 Yonge Street, AURORA

40 First Commerce Drive, AURORA

15440 Bayview Avenue, AURORA

18154 Yonge Street, EAST GWILLIMBURY

130 Davis Drive, NEWMARKET

1155 Davis Drive, NEWMARKET

16655 Yonge Street, NEWMARKET

10395 Yonge Street, RICHMOND HILL

13337 Yonge Street, RICHMOND HILL

11730 Yonge Street, RICHMOND HILL

10909 Yonge Street, RICHMOND HILL

10381 Bayview Avenue, RICHMOND HILL

1540 Elgin Mills Rd ERICHMOND HILL

9019 Bayview Avenue, RICHMOND HILL

Unit A002, 9350 Yonge Street, RICHMOND HILL

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. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Learn more

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

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.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d 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.

We look forward to hearing from you!

Language Requirement (Quebec Only):

Sans Objet

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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