Advise Richmond customers on investment and credit solutions while building personalized financial relationships onsite at TD Canada Trust.
As a Personal Banker Trainee, you will provide financial planning advice and help customers pursue their financial goals. The role emphasizes investment options, banking solutions, customer questions, and relationship development. Mandarin or Cantonese language skills are considered an asset.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address customer concerns
Discuss portfolio updates and additional financial solutions
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Solid organizational, planning, and time management skills
Use investment knowledge, financial advice, and customer communication to support TD clients and strengthen relationships in Richmond.

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📌 Personal Banker Trainee Investment Advice (British Columbia)
🏢 TD Bank Group
📍 British Columbia