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TD Bank

Offers banking, loans, and wealth management.

Personal Banker Trainee - Drummondville, Full Time

Retail & Commercial BankingUpdated on Nov 3
Full-timeDrummondville, QC, CanadaCA$50.6k - CA$71.4k

About the Job

Requirements

  • A high school diploma and/or one year of relevant experience is required.
  • Completion of the Investment Funds in Canada (IFIC) course or equivalent is required.
  • The Canadian Financial Services Advice (CFSA) course must be completed within 12 months if hired.
  • Knowledge of advanced investing and credit processes, banking solutions, and concepts is required to provide personalized advice in a fast-paced work environment.
  • Proficiency with Microsoft Office and internet applications is required.
  • The candidate must be able to exchange ideas and customer information concisely and logically.
  • The candidate must have organizational, planning, and time-management skills.
  • The candidate must be mobile within the assigned district and may need to transfer or relocate to another TD location within the assigned region.

Responsibilities

  • Advise customers on high-level financial solutions across available investment and credit banking solutions.
  • Engage customers by asking thoughtful financial questions and create positive experiences that retain and deepen customer relationships.
  • Provide personalized financial advice, answer customer questions, address concerns, and raise matters with team members or partners as appropriate while maintaining confidentiality and accuracy.
  • Act as a point of contact for frontline staff handling customer problems.
  • Maintain professional space in common areas in accordance with marketing and regulatory guidelines.
  • Conduct financial reviews with existing and prospective customers, discuss portfolio updates, and suggest personalized solutions based on their financial goals.
  • Stay informed about emerging issues, evolving regulations, and industry codes of conduct, and participate in process-improvement opportunities to protect the organization’s interests.
  • Work toward service-level agreements and productivity targets and improve performance against them.
  • Prepare documents consistently 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.
  • Experience in real-estate-secured lending and/or investments 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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