Personal Banker Trainee Investment Advice
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Advise Richmond customers on investment and credit solutions while building personalized financial relationships onsite at TD Canada Trust.
As a Personal Banker Trainee, you will provide financial planning advice and help customers pursue their financial goals. The role emphasizes investment options, banking solutions, customer questions, and relationship development. Mandarin or Cantonese language skills are considered an asset.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized advice and address customer concerns
- Discuss portfolio updates and additional financial solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Strong organizational, planning, and time management skills
Use investment knowledge, financial advice, and customer communication to support TD clients and strengthen relationships in Richmond.
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