Personal Banker Trainee - Remote

Overview

The Personal Banker Trainee role at TD Canada Trust focuses on building relationships with customers and providing them with financial advice to help them achieve their financial goals.

In Short

• Engage with customers to provide personalized financial advice.
• Advise customers on investment and credit banking solutions.
• Maintain confidentiality and accuracy in customer interactions.
• Participate in team activities and support a positive work environment.
• Stay updated on industry regulations and banking solutions.
• Achieve service level agreements and productivity targets.
• Prepare documents in compliance with regulations.
• Assist in mentoring and training new team members.
• Provide financial reviews and portfolio updates to customers.
• Promote TD products and services to enhance customer loyalty.

Requirements

• 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.
• Real estate secured lending and/or investment experience is an asset.
• Knowledge of advanced investing and credit processes.
• Proficiency in MS Office and internet applications.
• Strong organizational and time management skills.
• Tactful communication skills.
• Ability to work in a fast-paced environment.
• Self-initiator with a proactive approach.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Mentorship and training programs.
• Recognition programs.
• Support for work-life balance.
• Inclusive and diverse work environment.
• Commitment to community engagement.