Personal Banker Trainee advising TD Canada Trust customers on investments, credit, and financial planning. Serving Mandarin - and Cantonese - speaking clients across the Toronto - area assigned district.
About the role
- Personal Banker at TD Canada Trust providing financial planning advice to customers. Advising on investment options and building long-lasting client relationships to enhance their financial confidence.
Responsibilities
- Play a key role in advising customers of high-level financial solutions
- Engage with customers and create positive experiences
- Increase customer financial confidence by providing personalized financial advice
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space in common areas
- Work closely with existing and prospective customers to provide financial reviews
- Stay knowledgeable about emerging issues and participate in process improvement opportunities
- Ensure documents are prepared consistent with relevant regulations
- Participate fully as a team member, help build a positive and diverse work environment
Requirements
- High school diploma and/or 1 year of relevant experience
- Post-Secondary or Undergraduate degree in related field is an asset
- Completion of IFIC or equivalent required
- CFSA must be completed within 12 months, if hired
- Real estate secured lending and/or investment experience an asset
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts
- Proficiency in software tools including MS Office, and internet application
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- A self-initiator with strong organizational, planning and time management skills
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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