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TD Bank

Offers banking, loans, and wealth management.

Personal Banker Trainee - Future Opportunities

Retail & Commercial BankingUpdated on Nov 3
Full-timeMississauga, ON, CanadaCA$52.7k - CA$74.4k

About the Job

Requirements

  • A high school diploma and/or one year of relevant experience is required.
  • Completion of the Investment Funds in Canada course or equivalent is required.
  • The Canadian Financial Services Advice designation must be completed within 12 months if hired.
  • Candidates need sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice in a fast-paced environment.
  • Proficiency with Microsoft Office and internet applications is required.
  • Candidates need organizational, planning, and time-management skills.
  • Candidates must be mobile within the assigned district/region; geographic mobility is a condition of employment and may require relocation to another TD location after training.

Responsibilities

  • Advise customers on financial solutions from available investment and credit banking solutions.
  • Engage customers by asking thoughtful financial questions and create positive experiences that retain and deepen relationships.
  • Provide personalized financial advice, answer customer questions, address concerns, and raise matters to team members or partners while maintaining confidentiality and accuracy.
  • Act as a point of contact for frontline staff handling customer problems.
  • Maintain professional space in common areas according to marketing and regulatory guidelines.
  • Conduct financial reviews with existing and prospective customers, discuss portfolio updates, and suggest personalized solutions based on customers' financial goals.
  • Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect the organization’s interests.
  • Work to achieve and improve service-level agreements and productivity targets.
  • Prepare documents consistent with relevant regulations and ensure they properly reflect business intentions.
  • Participate as a team member, help build a positive and diverse work environment, assist and mentor others in completing work activities, and address communication issues efficiently.

Desired Qualifications

  • A post-secondary or undergraduate degree in a related field is an asset.
  • Real-estate-secured lending and/or investment experience is an asset.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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