Connect with TD Canada Trust customers in Brampton while building expertise in financial advice, investment options, and credit solutions.
As a Personal Banker Trainee, you will provide personalized financial planning advice and support customer loyalty. You will explore investment and credit banking solutions, answer questions, and address concerns accurately. The role also includes financial reviews, portfolio updates, and referrals to appropriate partners.
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 and referrals
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent certification
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with Microsoft Office and internet applications
Bring financial advice, investment knowledge, and customer relationship skills to TD Canada Trust’s Personal Banker Trainee chance.
📌 Personal Banker Trainee Brampton
🏢 TD
📍 Brampton