Are you passionate about connecting personally with customers to help them achieve their financial goals? Do you enjoy exploring and understanding investment options that best suit customers' needs? Join us as a Personal Banker Trainee and demonstrate your expertise in providing sound financial advice to promote customer loyalty and investment returns.
In This Role, You Are Expected To
- Play a key role in advising customers on high‑level financial solutions from a range of available investment and credit banking solutions
- Engage with customers by asking thoughtful financial questions and creating positive experiences that deepen relationships
- Increase customer financial confidence by providing personalized advice, answering questions, and addressing concerns; raise matters as appropriate while maintaining confidentiality and accuracy
- Act as a point of contact for frontline staff in handling customer issues
- Maintain a professional space in common areas in line with marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their goals
- Stay knowledgeable about emerging issues, evolving regulations,
and industry codes of conduct and participate in process‑improvement opportunities to protect the organisation’s interests
- Strive to achieve and improve service‑level agreements and productivity targets
- Ensure documents are prepared in compliance with regulations and reflect business intentions accurately
- Participate fully as a team member, help build a positive and diverse work environment, and assist and mentor others efficiently
Job Requirements
- High school diploma and/or one 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 of hire
- Real‑estate secured lending and/or investment experience is an asset
- Sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice in a fast‑paced environment
- Proficiency in software tools including MS Office and internet applications
- Tactful communicator able to exchange ideas and customer information concisely and logically
- A self‑initiator with strong organisational, planning, and time‑management skills
Mobility Requirement
This prospect includes a mobility clause that requires the candidate to be mobile within the assigned district. Upon completion of the training program, you may be assigned to a position that is compatible with your training and may involve transfer and geographic relocation to another TD location within the region. You must be mobile to any location in the region.