Personal Banker Financial Advisor Trainee (Alberta)

Personal Banker Financial Advisor Trainee (Alberta)

08 Nov
|
TD
|
Alberta

08 Nov

TD

Alberta

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.

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📌 Personal Banker Financial Advisor Trainee (Alberta)
🏢 TD
📍 Alberta

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