09 Oct
|
The Toronto-Dominion Bank (Canada)
|
Alberta
09 Oct
The Toronto-Dominion Bank (Canada)
Alberta
Join TD Canada Trust as a Senior Personal Banker Trainee in Edmonton and deepen customer relationships while delivering investment solutions. This role requires outstanding financial advising and customer service skills to drive client loyalty.
As a Senior Personal Banker Trainee, you'll play a pivotal role in a fast-paced branch setting. You will harness your expertise in investment products, create exceptional customer experiences, and proactively engage with clients to enhance their financial confidence. Building and maintaining expert knowledge in both personal and business banking will be key in this position.
Key Responsibilities:
• Provide tailored investment advice focused on customer goals
• Act as a financial subject matter expert for customers and colleagues
• Conduct proactive outreach to discuss customers' portfolio updates
• Ensure accurate documentation reflects customer intentions
• Collaborate effectively within the team to support branch objectives
Requirements:
• High School diploma and relevant degree preferred
• 2+ years of experience in banking or finance
• Mandatory Investment Funds in Canada accreditation
• Certificate in Financial Services Advice within 90 days
• Open to geographic mobility as required
Utilize your investment expertise and customer focus to impact lives at TD Canada Trust in Edmonton.
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📌 Senior Personal Banker Trainee Edmonton (Alberta)
🏢 The Toronto-Dominion Bank (Canada)
📍 Alberta