Join TD Canada Trust as a Senior Personal Banker Trainee specializing in investments in Calgary, Alberta. This engaging role focuses on customer financial success through tailored banking advice.
In this trainee role, you will develop essential customer relationships and assist clients in making informed investment decisions. Your responsibilities include providing expert financial guidance and understanding clients' needs, while promoting a range of TD's banking services. This position requires maintaining skilled branch environments and engaging in proactive client outreach.
Key Responsibilities:
• Deliver personalized investment advice to clients
• Conduct proactive communication regarding customer portfolios
• Educate clients on various TD products and services
• Ensure branch compliance with marketing and regulatory guidelines
• Collaborate within the team to achieve mutual goals
Requirements:
• High School diploma and/or relevant degree preferred
• Over 2 years of experience in customer service or banking
• Required IFC accreditation prior to employment start
• Acquire CFSA certification within first 90 days
• Be open to geographic mobility within the region
Drive customer success in investment planning and become a valued team member at TD.
#J-18808-Ljbffr
📌 TD Personal Banker Trainee in Calgary (Alberta)
🏢 TD
📍 Alberta