Advise Montréal customers on investment and credit solutions as a Personal Banker Trainee with TD Canada Trust. Full time hours total 37.5 weekly.
This trainee position supports TD’s Personal & Commercial Banking business. You will provide personalized financial advice, explore investment options, and help customers pursue financial goals. The role also includes customer relationship development, portfolio discussions, and frontline support.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions and deepen customer relationships
- Provide financial reviews and personalized recommendations
- Address customer concerns while maintaining confidentiality and accuracy
- Support frontline staff with customer problems and referrals
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
Build customer confidence through financial advice, investment knowledge, and relationship management at TD Canada Trust in Montréal.
📌 Personal Banker Trainee Montréal (Canada)
🏢 TD
📍 Canada
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