Personal Banker Trainee

Personal Banker Trainee – Future Opportunities (Richmond Hill, Aurora, Newmarket) Location: Newmarket, Ontario, Canada. Hours: 37.5 per week. Line of Business: Personal & Commercial Banking. Pay: $52,700 – $74,400 CAD. 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 and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns. Responsibilities 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 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 Trainee Mobility Clause This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District; upon completion of the training program, the position will be compatible with training and may involve geographic relocation within your region. About TD TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by position. Every day, we deliver legendary customer experiences to over 27 million households and businesses. Benefits Our Total Rewards package includes a base salary, variable compensation and benefits such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and rewards and recognition programs. Accommodation & Interview Process We provide accommodations for the interview process and will reach out to candidates of interest to schedule an interview. Language Requirement (Quebec Only) Sans Objet Additional Details Seniority level: Internship Employment type: Full‑time Job function: Finance and Sales Industry: Investment Banking #J-18808-Ljbffr