Personal Banker Trainee / Manager Personal Financial Services Trainee I - Remote

Overview

As a Personal Banker Trainee at TD Canada Trust, you will play a crucial role in advising customers on financial solutions and building long-lasting relationships to enhance their financial confidence and loyalty.

In Short

• Engage with customers to provide personalized financial advice.
• Assist customers in achieving their financial goals.
• Promote TD products and services effectively.
• Maintain professional standards in customer interactions.
• Participate in team collaboration and mentorship.
• Stay updated on industry regulations and practices.
• Achieve service level agreements and productivity targets.
• Prepare documents according to regulatory standards.
• Utilize software tools for customer management.
• Foster a positive work environment.

Requirements

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• Real estate secured lending and/or investment experience preferred.
• Knowledge of advanced investing and credit processes.
• Proficient in MS Office and internet applications.
• Strong organizational and time management skills.
• Effective communication abilities.
• Self-initiator with a proactive attitude.
• Ability to maintain confidentiality and accuracy.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Mentorship and training programs.
• Reward and recognition programs.
• Support for personal and professional growth.
• Inclusive and diverse work culture.
• Commitment to community involvement.