Build customer relationships and provide financial advice as a Personal Banker Trainee in Saint-Laurent, Quebec, with TD Canada Trust. Explore investment and credit solutions for customers.
This trainee prospect supports TD Canada Trust customers through personalized financial reviews, portfolio updates, and banking guidance. You will develop expertise in advanced investing, credit processes, and available banking solutions. The role also includes customer problem resolution, regulatory awareness, and frontline support.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and answer customer concerns
Discuss portfolio updates and recommend personalized solutions
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Develop customer confidence through financial advice, investment knowledge, credit solutions, and relationship-focused service at TD Canada Trust.
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📌 Personal Banker Trainee Saint-Laurent (Quebec City)
🏢 TD
📍 Quebec City
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