TD Financial Advisor Trainee (Quebec City)

TD Financial Advisor Trainee (Quebec City)

11 Nov
|
TD
|
Quebec City

11 Nov

TD

Quebec City

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
Solid 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.

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📌 TD Financial Advisor Trainee (Quebec City)
🏢 TD
📍 Quebec City

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