Support customers in Vaudreuil-Dorion as a Personal Banker Trainee, applying investment knowledge and financial advice within TD Canada Trust branches.
This trainee position builds customer relationships through personalized financial planning advice. You will discuss investment and credit solutions, review portfolios, and address customer concerns. The role also develops knowledge of banking processes, regulations, and industry codes while supporting frontline colleagues.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask financial questions to deepen customer relationships
Provide personalized advice and address customer concerns
Review portfolios and suggest goal-based solutions
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Post-secondary degree in a related field is an asset
Completion of IFIC or equivalent is required
Complete CFSA within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Develop customer-focused financial expertise through investment advice, portfolio reviews, and relationship building at TD Canada Trust.

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📌 Personal Banker Trainee Investment Advice (Quebec City)
🏢 TD Bank Group
📍 Quebec City