Advise TD Canada Trust customers in Orangeville, Ontario, using financial planning expertise and investment knowledge onsite, full time, 37.5 hours weekly.
As a Personal Banker Trainee, you will provide personalized advice across investment, credit, and banking solutions. You will build customer relationships by understanding financial goals, reviewing portfolios, and addressing concerns. The position also supports frontline staff and accurate regulatory documentation.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide financial reviews and personalized recommendations
Handle customer problems as a frontline contact
Prepare documents consistent with relevant regulations
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Organizational, planning, and time management skills
Build customer confidence through personalized financial advice, investment discussions, credit knowledge, and accurate service at TD Canada Trust.

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📌 Personal Banker Orangeville Investments (Ontario)
🏢 TD Bank Group
📍 Ontario