Personal Banker Trainee

3 weeks ago


Vancouver, British Columbia, Canada TD Full time


Lieu de travail :

Vancouver, Colombie-Britannique, Canada


Horaire :

37.5


Secteur d'activité :

Services bancaires personnels et commerciaux


Détails de la rémunération :

$52,700 - $74,400 CAD


La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l'expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l'échelle salariale au fil du temps, à mesure qu'ils s'améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l'expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d'autres besoins particuliers du secteur et de l'entreprise.

En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.


Description du poste :

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Job Description:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you are expected to:

· Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions

· By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships

· Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy

· Act as a point of contact for the frontline staff in handling customer problems

· Maintain professional space in common areas as per marketing and regulatory guidelines

· Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals

· Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization

· Strive to achieve and improve service level agreements and productivity targets

· Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Job 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


À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d'entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu'elle sert et des économies qu'elle appuie. Nous sommes guidés par notre vision d'être une meilleure banque et par notre objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues.

La TD est une entreprise profondément engagée à être une leader en matière d'expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d'activité, est en contact avec la clientèle. En parallèle de l'évolution de nos activités et de notre stratégie, nous innovons afin d'améliorer l'expérience client et de créer des capacités pour façonner l'avenir des services bancaires. Que vous ayez plusieurs années d'expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu'entreprise rime avec la vôtre.


Notre programme de rémunération globale
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d'autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d'épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus


Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d'aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C'est d'ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d'avantages sociaux concurrentiel.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d'apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d'aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu'elle s'engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d'intégration et de formation.

Processus d'entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.


Mesures d'adaptation
L'accessibilité est importante pour nous. N'hésitez pas à nous faire part de toute mesure d'adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d'entrevue.

Nous avons hâte d'avoir de vos nouvelles


Exigences linguistiques (Québec seulement) :

Sans Objet
  • Personal Banker

    5 days ago


    Vancouver, British Columbia, Canada BMO Full time

    Application Deadline:03/25/2025Address:8683 Kerr Street Job Family Group:Retail Banking Sales & ServiceJoin our team at our exciting new branch opening at the River District in Burnaby where you can Boldly Grow the Good and Be a part of BMO's customer satisfaction award winning Personal Banking team as a Personal Banker where you will amplify your...


  • Vancouver, British Columbia, Canada M3 Marketing Full time

    We are excited to announce that we are looking for an Account Manager Trainee to join our Sales team Here at M3 Marketing, we have a diverse portfolio of clients that we take care of brand positioning and brand marketing for. The Account Manager Trainee – Entry Level we bring on board will be helping us with our continued growth, focusing on these clients'...

  • Personal Banker

    5 days ago


    Vancouver, British Columbia, Canada BMO Full time

    Application Deadline:03/20/2025Address:958 Denman Street Job Family Group:Retail Banking Sales & ServiceNote: Additional languages in Mandarin, Spanish, Tagalog, Hindi or Punjabi are assetsDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the...


  • Vancouver, British Columbia, Canada M3 Marketing Full time

    We are seeking an Account Manager Trainee to join our Sales team at M3 Marketing. Our diverse portfolio of clients relies on us for brand positioning and marketing services.Key ResponsibilitiesManage customer information, sales records, and installation data using electronic tablets and other smart technology.Engage with assigned clients in-person to deliver...


  • Vancouver, British Columbia, Canada Musco Korea Ltd Full time

    Current job opportunities are posted here as they become available.The Musco Development Sales Team is seeking a Sales Representative Trainee. The Sales Representative Trainee serves as the initial phase in our sales training program, aimed at developing proficient sales representatives for the Vancouver market. In this role, you will acquire knowledge of...


  • Vancouver, British Columbia, Canada Adler University Full time

    Clinical Faculty, Psychologist for Adler Community Health Services - VancouverJob Category: Teaching FacultyRequisition Number: CLINI001805Posted: February 2, 2025Employment Type: Full-TimeLocationsShowing 1 locationUnder the direction of the division's Director of Training, the Clinical Faculty member will provide clinical supervision, group and individual,...

  • Senior Banker

    5 days ago


    Vancouver, British Columbia, Canada BMO Full time

    Application Deadline:03/24/2025Address:6391 Fraser Street Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO...


  • Vancouver, British Columbia, Canada UBC Full time

    Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Counsellors/Psychologists, Level BJob TitleClinical Fellows CounsellorDepartmentPostgraduate Support | Medical Postgraduate | Faculty of MedicineCompensation Range$7, $11,886.67 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The...


  • Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele. Your approach is focused, drawing on your experience to successfully...


  • Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele.Your approach is focused, drawing on your experience to successfully...

  • Relationship Banker

    1 week ago


    Vancouver, British Columbia, Canada Fulton Financial Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...


  • Vancouver, British Columbia, Canada First Citizens Full time

    OverviewAt First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Business Services Representative (BSR) is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a...


  • Vancouver, British Columbia, Canada COBS Bread Full time

    **What We Offer**We offer a competitive salary, bonus, and vacation plan, as well as a great Extended Health & Dental Benefit, Group RRSP Matching, and Health Spending Account. We also provide paid sick, mental health, and personal leave days, and a subsidized wellness program and on-site gym facility.We are committed to creating a positive work environment...


  • Vancouver, British Columbia, Canada First Citizens Full time

    Company OverviewFirst Citizens is a leading financial institution dedicated to delivering exceptional customer experiences. Our mission is to help our associates grow both personally and professionally, while fostering a culture of teamwork, innovation, and community involvement.As a Business Services Representative - Business Development, you will be part...


  • Vancouver, British Columbia, Canada 7-Eleven, Inc Full time

    Company Overview7-Eleven, Inc is a leading global convenience retailing company with a long history of innovation. Our goal is to be the first choice for convenience for our customers – anytime, anywhere. We strive to make our customers' days a little more awesome by delivering fast, personalized convenience – when, where and how they want it.

  • Mortgage Broker

    3 days ago


    Vancouver, British Columbia, Canada Powerhaus Mortgage Corp Full time

    Job Description Job Description Are you a self-starter with a passion for sales and financial advice? Powerhaus Mortgages is looking for motivated and experienced Mortgage Brokers and Bankers to join our dynamic team. We offer a culture of expertise, integrity, and a client experience that is second to none. Surround yourself with the best.Key...


  • Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?The Director, Credit Structures, is a client-facing credit professional who provides innovative and proactive wholesale credit solutions, value-added credit discovery, planning, and advice and prompt service through to completion to Private Banking clients. Jointly with the Private Banker, you will act as...

  • Market Leader Trainee

    4 weeks ago


    Vancouver, British Columbia, Canada 7-Eleven, Inc Full time

    You're convention-defying. Entrepreneurial-minded. And your can-do attitude? It gets things done. You're undeniably 7-Eleven. So, this is your chance to turn exciting challenges into innovative solutions. If you're ready to move convenience forward and impact millions, we're ready for you to join in on the fun – across any of our brands.We strive to be the...

  • Market Leader Trainee

    4 weeks ago


    Vancouver, British Columbia, Canada 7-Eleven, Inc Full time

    You're convention-defying. Entrepreneurial-minded. And your can-do attitude? It gets things done. You're undeniably 7-Eleven. So, this is your chance to turn exciting challenges into innovative solutions. If you're ready to move convenience forward and impact millions, we're ready for you to join in on the fun – across any of our brands.We strive to be the...


  • Vancouver, British Columbia, Canada Providence Healthcare Full time

    Job Description:Administrative SupportProvide administrative support to the Director, including scheduling appointments, arranging meetings, and preparing reports.Coordinate travel arrangements and prepare correspondence for the Director.Grant CoordinationAssist with organizing and submitting research grants for Investigators.Track applications, update CVs,...