Senior Personal Banker Trainee: Invest & Advise

TD; Edmonton; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Canada Trust is seeking a Senior Personal Banker Trainee to provide sound financial planning advice and promote loyalty and investment returns. You will engage customers, ask questions to uncover needs, and connect them with TD investments and real estate lending options.

You’ll maintain a professional branch presence and contribute to a high-quality customer experience. You will be expected to participate in ongoing training, obtain IFC and CFSA credentials, and be mobile within your

Qualifications

• 2+ years of relevant experience in banking or financial services.
• Strong knowledge of investment products and ability to advise customers.

Responsibilities

• Create an exceptional customer experience in-branch with focus on investment advice.
• Ask questions to uncover customer needs and tailor solutions including TD investment products.
• Maintain a professional, inviting branch space and adhere to regulatory guidelines.

Skills

2+ years experience

Education

High School/Post-Secondary degree

CFSA certification (within 90 days)

Tools

IFC accreditation

Job description

TD Canada Trust is seeking a Senior Personal Banker Trainee to provide sound financial planning advice and promote loyalty and investment returns. You will engage customers, ask questions to uncover needs, and connect them with TD investments and real estate lending options.

You’ll maintain a professional branch presence and contribute to a high-quality customer experience. You will be expected to participate in ongoing training, obtain IFC and CFSA credentials, and be mobile within your