Build financial advice expertise as a Personal Banker Trainee with TD Canada Trust in Lively, Ontario, serving customers through personalized guidance.

In this trainee role, you will support TD Canada Trust customers with financial planning advice, investment options, credit solutions, and banking services. You will ask thoughtful questions, understand financial goals, and recommend appropriate personalized solutions. The position includes training and onboarding, with mobility within the assigned district required.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and address customer concerns
- Conduct financial reviews and discuss portfolio updates
- Refer matters to appropriate team members or partners
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
- Mobility within the assigned district and region

Apply your customer service, investment, credit, and financial planning knowledge as a Personal Banker Trainee with TD.

📌 Personal Banker Trainee Lively
🏢 TD
📍 Lively