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 assisting customers with financial goals at TD Canada Trust. Engaging clients with personalized financial advice and investment options in Quebec City area.
Responsibilities
- Advise customers of high-level financial solutions from a range of available investment and credit banking solutions
- Engage with customers and create positive experiences to retain and deepen relationships
- Provide personalized financial advice, answering customer questions, and addressing their concerns
- Act as a point of contact for the frontline staff in handling customer problems
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct
- 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 in order to provide personalized advice to customers in a fast-paced work environment
- 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 opportunities
- Reward and recognition programs
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