Personal Banker Trainee Vaudreuil-Dorion, Quebec, Canada Hours: 37.5 per week Line Of Business: Personal & Commercial Banking Pay Range: CAD $59,500 – $74,400 per year Job Overview As a Personal Banker Trainee at TD Canada Trust, you will assist customers in achieving their financial goals by providing sound financial planning advice and promoting relevant investment and credit solutions.
You will build trust with clients, support the team, and maintain a high level of professionalism in a rapid‑paced environment. Responsibilities Advise customers on high-level financial solutions from a range of investment and credit banking options. Engage with customers by asking thoughtful questions to create positive experiences and deepen relationships. Provide personalized financial advice and address customer concerns while maintaining confidentiality and accuracy. Act as a point of contact for front‑line staff handling customer problems. Maintain a professional appearance and workspace in accordance with marketing and regulatory guidelines. Conduct financial reviews, discuss portfolio updates, and suggest additional solutions based on customers' financial goals. Stay informed about evolving regulations, industry codes, and emerging issues, and participate in process improvements.
Strive to meet service level agreements and productivity targets. Prepare documents in compliance with relevant regulations and business intentions. Support the team by mentoring and addressing communication issues efficiently. Qualifications High school diploma and/or at least 1 year of relevant experience. Post‑secondary or undergraduate degree in a related field is an asset. Completion of an IFIC certification (or equivalent) is required.CFSA certification must be completed within 12 months of hire. Experience in real‑estate secured lending and/or investment is an asset. Sound knowledge of advanced investing and credit processes, banking solutions, and concepts. Proficiency with Microsoft Office and internet applications. Effective communication skills with the ability to exchange ideas concisely. Strong organizational, planning, and time‑management skills. Mobility Successful completion of the training program may lead to a position in another TD location within the assigned region.
The role requires geographic mobility within the region. Language Requirement (Quebec Only)Proficiency in a language other than French is required to support clients who need services in that language.#J-18808-Ljbffr
📌 Personal Banker Trainee - Montreal-West - C$59,500 - C$74,400 A Year (Winnipeg)
🏢 TD CANADA TRUST
📍 Winnipeg
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