Calgary customers need thoughtful financial advice, investment knowledge, and personalized support from a Personal Banker Trainee at TD Canada Trust.
This trainee position serves Personal & Commercial Banking customers through financial reviews, portfolio updates, and tailored banking solutions. You will answer questions, address concerns, and identify opportunities involving investment and credit products. The work includes customer relationship building, regulatory awareness, accurate documentation, and frontline support. Training and onboarding are provided for the role.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask financial questions and deepen customer relationships
- Provide personalized advice and resolve customer concerns
- Discuss portfolio updates and additional personalized solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
- Proficiency with Microsoft Office and internet applications
Build financial confidence for TD customers through investment guidance, credit knowledge, and accurate relationship-focused service.