Senior Personal Banker Trainee - Investing

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

Job summary

TD Canada Trust in Toronto seeks a Senior Personal Banker- Investing Trainee to provide sound financial planning advice and promote client loyalty and investment returns. You will deliver investment guidance and manage relationships with a focus on real estate secured lending and everyday banking.

You will tailor solutions, ask insightful questions, and coordinate with specialists to meet client goals. This role requires relevant experience, IFC accreditation, CFSA within 90 days, and readiness

Qualifications

• 2+ years of relevant experience
• IFC accreditation or equivalent required prior to start date
• CFSA within 90 days of hire
• Mobility within Assigned District

Responsibilities

• Create a consistent and exceptional customer experience in the branch with investment focus
• Demonstrate deep knowledge of investment products and TD offerings
• Ask insightful questions to uncover customer needs and propose solutions
• Improve customer financial confidence through ongoing dialogue and advice
• Act as a subject matter expert for both customers and colleagues on TD products and policies
• Engage in proactive customer outreach to discuss portfolio updates and opportunities

Skills

Investment knowledge

Customer service

Financial planning

Cross selling

Education

Post-Secondary or Undergraduate degree in related field

Job description

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $59,500 - $84,000 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 Senior Personal Banker- Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you will:

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences
• Requires deep knowledge and expertise of investment products; with in-depth knowledge of Real Estate Secured Lending, day-to-day banking, and all other TD products and services
• Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD - especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker - Investing occupies
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD

Job Requirements

• High School diploma and/or
• Post-Secondary or Undergraduate degree (in a related field) preferred
• 2+ years of relevant experience
• Investment Funds in Canada (IFC) accreditation or equivalent required prior to start date
• Certificate in Financial Services Advice (CFSA) within 90 days of hire of start date
• 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, we intend to assign you to a 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 identify an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It