Develop financial advice expertise with TD as a Personal Banker Trainee, serving customers through investment and credit conversations in Montréal.

Working in TD Canada Trust branches, this trainee role focuses on customer service, financial planning advice, and relationship building. You will understand customer needs, answer financial questions, and recommend personalized solutions. Training and onboarding sessions support your transition into the role.

Key Responsibilities:

- Conduct financial reviews and discuss portfolio updates
- Recommend solutions aligned with customers’ financial goals
- Increase customer confidence through personalized advice
- Refer matters appropriately to team members or partners
- Maintain professional spaces under marketing and regulatory guidelines

Requirements:

- Advanced knowledge of investing and credit processes
- Proficiency with MS Office and internet applications
- Tactful, concise, and logical communication skills
- Robust organization, planning, and time management skills
- Real estate lending or investment experience is an asset

Apply financial planning knowledge, customer communication, and investment solutions while developing expertise within TD’s branch network.

📌 TD Financial Advisor Trainee (Canada)
🏢 TD
📍 Canada