Build financial advice expertise with TD Canada Trust as a Personal Banker Trainee in Markham, Ontario, serving customers through investment and credit solutions.
This trainee position supports Personal & Commercial Banking and customer relationship development. You will provide personalized financial advice, explore investment options, and address customer concerns. The role requires customer engagement, regulatory awareness, and accurate documentation.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide financial reviews and personalized recommendations
Handle customer problems for frontline staff
Prepare documents consistent with relevant regulations
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Cantonese and/or Mandarin language skills
Apply financial planning, investment knowledge, and customer communication skills as a Personal Banker Trainee with TD Canada Trust.
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📌 Personal Banker Trainee Markham (Ontario)
🏢 TD
📍 Ontario
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