Personal Banker Trainee in Lethbridge, Alberta, helping customers with financial advice, investment options, and personalized banking solutions.
At TD Canada Trust, this trainee role builds customer relationships through financial reviews, portfolio discussions, and advice. You will support investment and credit banking needs, answer questions, and identify solutions aligned with customers’ financial goals. Mobility within the assigned district is required.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address customer concerns
Handle customer problems for frontline staff
Prepare compliant documents reflecting business intentions
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
Use financial planning, investment, and customer service expertise to support TD clients across the assigned district.

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📌 Personal Banker Trainee Lethbridge (Alberta)
🏢 TD
📍 Alberta