Personal Banker Financial Advice Trainee (Canada)

Personal Banker Financial Advice Trainee (Canada)

05 Nov
|
TD Bank Group
|
Canada

05 Nov

TD Bank Group

Canada

Build financial advice expertise with TD Canada Trust in Saskatoon, using investment knowledge and customer relationship skills. This position offers 37.5 hours weekly.

As a Personal Banker Trainee, you will advise customers on investment and credit solutions. You will provide financial planning advice, explore investment options, and support customer loyalty. The work includes financial reviews, portfolio updates, personalized recommendations, and confidential responses to customer concerns.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and answer concerns
- Complete financial reviews and discuss portfolio updates
- Support frontline staff with customer problems

Requirements:

- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- CFSA completion within twelve months if hired
- Advanced investing and credit process knowledge
- Mobility within the assigned district

Develop customer-focused expertise in investment advice, credit solutions, and financial reviews as a Personal Banker Trainee with TD.

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: personal banker financial advice trainee (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: personal banker financial advice trainee (canada) / canada