Full-Time

Personal Banking Associate Trainee

Mandarin/Cantonese

Posted on 6/19/2025

Deadline 7/10/25
TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$45.7k - CA$61k/yr

Entry, Junior

Mississauga, ON, Canada

In Person

Category
Commercial Banking
Finance & Banking
Requirements
  • High School diploma and/or 1+ years of relevant experience
  • Investment Funds Canada (IFC) or equivalent–post-appointment within 6 months
  • Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
  • Knowledge of banking solutions and processes to advise customers
  • A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
  • A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
  • A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
Responsibilities
  • Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
  • Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
  • Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
  • Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
  • Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
  • Participate in the timely and accurate completion of business processes and procedures
  • Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
  • Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Desired Qualifications
  • Post-Secondary or Undergraduate degree (in related field) preferred

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a holistic understanding of clients' needs rather than just numerical data, aiming to deliver relevant and tailored financial advice.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

Stroock & Stroock & Lavan LLP
Jul 1st, 2025
TD Bank Completes US$2.0 Billion Senior Medium-Term Notes Offering

The Firm represented The Toronto-Dominion Bank (“TD”) in connection with its U.S. public offering of US$2.0 billion aggregate principal amount of its (i) US$1,000,000,000 4.574% Senior Medium-Term Notes, Series F, due 2028; (ii) US$700,000,000 4.808% Senior Medium-Term Notes, Series F, due 2030; and (iii) US$300,000,000 Floating Rate Senior Medium-Term Notes, Series F, due 2028 under its Medium-Term Notes program. The net proceeds from the offering will be used for general corporate purposes, which may include hedging TD’s obligations under the notes and/or funding of TD’s affiliate TD Securities (USA) LLC.

PRWeb
Jun 3rd, 2025
HostPapa Secures $130M Credit Facility

HostPapa, Inc. announced the closing of a $130 million senior secured credit facility led by BMO, with participation from TD, RBC, Citibank, and BDC. This facility replaces the previous one from TD and includes an uncommitted accordion option for additional capital. The funds will accelerate HostPapa's SaaS expansion, innovation, and acquisition strategy, supporting its vision to enhance customer lifecycle solutions. CEO Jamie Opalchuk highlighted the strong confidence from financial institutions.

GlobeNewswire
Feb 26th, 2025
FirstService Increases Credit Facility to US$1.75 Billion

TORONTO, Feb. 26, 2025 (GLOBE NEWSWIRE) -- FirstService Corporation (TSX: FSV; NASDAQ: FSV) (“FirstService”) announced today that it has expanded and...

Newswire
Feb 6th, 2025
Terrestar Solutions secures major funding round

Terrestar Solutions, a Canadian mobile satellite operator, has secured funding from TD Bank Group. The Montreal-based company plans to invest in a constellation of low-earth-orbit satellites to enhance communications capacity and services across Canada. This initiative aims to integrate satellite connectivity with terrestrial networks, ensuring nationwide coverage. Terrestar's Strigo brand will offer direct-to-mobile satellite services, supporting national interests and aiding first responders.

Newswire
Jan 28th, 2025
TD Bank Group to Issue NVCC Subordinated Debentures

/CNW/ - The Toronto-Dominion Bank ("TD" or the "Bank") today announced a domestic public offering of C$1 billion of medium term notes (non-viability contingent...

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