Work Location:
Saint-Laurent, Quebec, Canada
Hours:
37.5
Line of Business:
Personal & Commercial Banking
Pay Details:
52 700$/$52,700 - 74 400$/$74,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and servicestorefer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute withSpeed and Impact.
Job Description:
Are you passionate about connecting personally with customers toassistthem in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal BankerTrainee anddemonstrateyour subject matterexpertiseinprovidingsound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
- Play a key role inadvisingcustomers of high-level financial solutions from a range of available investment and credit banking solutions
- By asking thoughtful financial questions, engage with customers and create positive experiences toretainand deepen relationships
- Increase customer financial confidence byprovidingpersonalized financial advice, answering customer questions, and addressing their concerns; raising matters asappropriate toteam members or partners whilemaintainingconfidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space incommon areasas per marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolioupdatesand suggestadditionalpersonalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well asparticipatein process improvement opportunities to protect the interests of the organization
- Strive to achieve and improve service level agreements and productivity targets
- Ensure documents are prepared consistent with relevant regulations and in a wayproperly reflectingbusiness intentions
- Participate fully as a team member, help build a positive and diverse work setting, willinglyassistand mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
- High school diplomaand/or1 year of relevantexperience
- Post-Secondary or Undergraduate degree in related field is anasset
- Completion ofIFIC or equivalent required
- CFSA must be completedwithin 12 months, ifhired
- Realestatesecuredlending and/orinvestment experience an asset
- Sound knowledge of advanced investing and credit processes, bankingsolutionsand conceptsin order toprovidepersonalized advice to customers in a fast-paced work environment
- Proficiencyin software tools including MS Office, and internet application
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- A self-initiator with strong organizational, planning and time management skills
Trainee Mobility
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of thispostingwill bedeterminedby your progress in the training program and our ability toidentifyan appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile
📌 Personal Banker Trainee (Montreal)
🏢 TD
📍 Montreal