Build customer relationships as a Personal Banker Trainee with TD Canada Trust in Lively, Ontario, advising on investment and credit solutions. This 37.5-hour prospect includes district mobility.

Support existing and prospective customers by understanding financial goals and recommending personalized banking solutions. You will provide financial planning advice, discuss portfolio updates, answer questions, and address concerns. The position also supports frontline staff, regulatory accuracy, and customer loyalty.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Ask thoughtful questions and deepen customer relationships
- Provide personalized financial advice and financial reviews




- Handle customer problems for frontline staff
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma or one year of relevant experience
- Completion of IFIC or equivalent required
- Complete CFSA within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
- Proficiency with MS Office and internet applications

Use financial planning, investment knowledge, and customer service skills to support TD customers while developing as a Personal Banker Trainee.

📌 Personal Banker Trainee Lively (Canada)
🏢 TD Bank Group
📍 Canada