Financial planning and investment guidance define this Personal Banker Trainee prospect 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.
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📌 Personal Banker Financial Planning Trainee Alberta
🏢 Culture Alberta
📍 Alberta