Personal Banker Trainee Investment Advice (Vaudreuil-Dorion)

Personal Banker Trainee Investment Advice (Vaudreuil-Dorion)

09 Nov
|
TD Bank Group
|
Vaudreuil-Dorion

09 Nov

TD Bank Group

Vaudreuil-Dorion

Support customers in Vaudreuil-Dorion as a Personal Banker Trainee, applying investment knowledge and financial advice within TD Canada Trust branches.This trainee position builds customer relationships through personalized financial planning advice. You will discuss investment and credit solutions, review portfolios, and address customer concerns. The role also develops knowledge of banking processes, regulations, and industry codes while supporting frontline colleagues.Key Responsibilities:Advise customers on investment and credit banking solutionsAsk financial questions to deepen customer relationshipsProvide personalized advice and address customer concernsReview portfolios and suggest goal-based solutionsSupport frontline staff with customer problemsRequirements:High school diploma or one year relevant experiencePost-secondary degree in a related field is an assetCompletion of IFIC or equivalent is requiredComplete CFSA within twelve months if hiredKnowledge of investing, credit processes, and banking solutionsDevelop customer-focused financial expertise through investment advice, portfolio reviews, and relationship building at TD Canada Trust.

📌 Personal Banker Trainee Investment Advice (Vaudreuil-Dorion)
🏢 TD Bank Group
📍 Vaudreuil-Dorion

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