Personal Banker Trainee (Full time)- St-Hubert, Grande-Allée
Description
The Personal Banker Trainee at TD Canada Trust is responsible for building strong customer relationships, providing financial planning advice, and promoting investment and credit banking solutions. This role involves engaging with customers to understand their financial needs, offering personalized advice, and ensuring a positive customer experience while maintaining confidentiality and accuracy. The trainee will also support frontline staff, maintain professional standards, and participate in team activities to foster a positive and diverse work environment.
What We're Looking For
Advise customers on high-level financial solutions from a range of available investment and credit banking solutions.,Engage with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.,Increase customer financial confidence through personalized financial advice, answering questions, and addressing concerns.,Act as a point of contact for frontline staff in handling customer problems.,Maintain professional space in common areas according to marketing and regulatory guidelines.,Work with existing and prospective customers to provide financial reviews, portfolio updates, and suggest personalized solutions.,Stay knowledgeable about emerging issues, regulations, and industry codes of conduct, and participate in process improvement.,Strive to achieve and improve service level agreements and productivity targets.,Ensure documents are prepared consistent with relevant regulations and business intentions.,Participate fully as a team member, help build a positive and diverse work environment, and assist/mentor others.,Mobility within the assigned district is required upon completion of the training program, potentially involving geographic relocation.
Ideal Candidate
High school diploma and/or 1 year of relevant experience.,Post-Secondary or Undergraduate degree in a 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.
Minimum Education
High School Diploma (Post-Secondary/Undergraduate degree is an asset)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the assigned district, potentially requiring geographic relocation upon completion of training.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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