Personal Banking Advisor in Training

The Toronto-Dominion Bank (Canada); Greater Sudbury; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust in Sudbury, Ontario is seeking a Personal Banker Trainee to help customers meet financial goals and understand investment options. You will advise on high-level financial solutions and provide personalized guidance in a fast-paced branch environment.

The role emphasizes customer relationships, regulatory compliance, and collaboration with staff, with mobility within the assigned district as part of training and future placement.

Qualifications

• High school diploma or equivalent; relevant experience preferred.
• IFIC or equivalent required.
• CFSA to be completed within 12 months if hired.
• Real estate secured lending or investment experience is an asset.
• Proficiency with MS Office and internet applications.

Responsibilities

• Advise customers on high-level financial solutions from investment and credit banking options.
• Ask thoughtful questions to engage customers and deepen relationships.
• Provide personalized financial advice to increase customer confidence and loyalty.
• Serve as frontline contact for staff in handling customer problems.
• Maintain professional space in common areas per guidelines.
• Work with customers to review portfolios and suggest personalized solutions.
• Stay informed on regulations and industry codes of conduct; participate in process improvements.
• Strive to meet service levels and productivity targets.
• Prepare documents compliant with regulations reflecting business intent.
• Collaborate as a team, support colleagues, and address communication issues.

Skills

Communication skills

Organizational skills

Customer service mindset

Tactful communicator

Education

High school diploma

Post-secondary degree asset

IFIC certification

CFSA completion within 12 months

Real estate or investment experience asset

Tools

MS Office

Internet applications

Job description

TD Canada Trust in Sudbury, Ontario is seeking a Personal Banker Trainee to help customers meet financial goals and understand investment options. You will advise on high-level financial solutions and provide personalized guidance in a fast-paced branch environment.

The role emphasizes customer relationships, regulatory compliance, and collaboration with staff, with mobility within the assigned district as part of training and future placement.