Full-Time

Personal Banking Associate Trainee

Posted on 3/13/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$43.9k - CA$58.6k/yr

Entry, Junior

Saskatoon, SK, Canada

Category
Commercial Banking
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
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 to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals and circumstances through a detailed discovery process. This process includes creating a Wealth Personality™ profile, which informs the development of a personalized wealth plan tailored to individual needs. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD emphasizes a personalized, goals-based strategy that evolves with clients' lives, ensuring that the advice and solutions provided are relevant and customized.

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

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