Personal Banker Trainee in Scarborough, Ontario, serving customers through financial advice, investment options, and credit solutions at TD Canada Trust.
This frontline banking role builds customer relationships through personalized financial planning advice. You will explore investment options, discuss portfolio updates, and recommend solutions aligned with customer goals. Training and onboarding support the transition into the Personal Banker position.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address customer concerns
Review portfolios and suggest additional financial solutions
Prepare documents consistently with relevant regulations
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Apply your investment knowledge, financial planning skills, and customer focus as a Personal Banker Trainee with TD Canada Trust.

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📌 Personal Banker Investment Advice Scarborough (Ontario)
🏢 TD Bank Group
📍 Ontario