Personal Banker Trainee Toronto

Toronto customers need thoughtful financial guidance from a Personal Banker Trainee skilled in investment options and credit solutions. This is a 37.5-hour branch role.

At TD Canada Trust, the Personal Banker Trainee builds customer relationships through financial reviews, personalized advice, and service transactions. You will explore investment and credit banking solutions, address concerns, and support customer loyalty. The role also includes training, regulatory awareness, and collaboration with frontline staff and internal partners.

Key Responsibilities:

Advise customers on investment and credit banking solutions
Ask financial questions and deepen customer relationships
Provide personalized advice and answer customer concerns
Review portfolios and suggest goal-based solutions
Support frontline staff with customer problems

Requirements:

High school diploma or one year relevant experience
Completion of IFIC or equivalent
Complete CFSA within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications

Build expertise in financial advice, investment solutions, and customer relationships as a Personal Banker Trainee with TD Canada Trust.

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Vacancy posted 19 hours ago

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