Financial planning and investment guidance define this Personal Banker Trainee chance with TD Canada Trust in Calgary, Alberta. The schedule is 37.5 hours.
As a Personal Banker Trainee, you will advise customers on investment and credit banking solutions. You will ask thoughtful questions, provide personalized financial advice, and discuss portfolio updates. The role also involves addressing concerns, protecting confidentiality, and supporting customer relationships.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Provide personalized advice supporting financial confidence and goals
- Discuss financial reviews, portfolio updates, and additional solutions
- Handle customer problems as a frontline staff contact
- Prepare documents consistent with relevant regulations
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
- Proficiency with MS Office and internet applications
Apply financial advice, investment knowledge, and customer relationship skills as a Personal Banker Trainee with TD Canada Trust.
📌 Personal Banker Financial Planning Trainee (Calgary)
🏢 Culture Alberta
📍 Calgary
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