Personal Banker Trainee Saint-Laurent
2 days ago
L'Îled'Orléans Municipalité Régionale QC, Capitale-Nationale; Québec Province, Canada
TD
Full-time
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Build customer relationships and provide financial advice as a Personal Banker Trainee in Saint-Laurent, Quebec, with TD Canada Trust. Explore investment and credit solutions for customers. This trainee opportunity supports TD Canada Trust customers through personalized financial reviews, portfolio updates, and banking guidance. You will develop expertise in advanced investing, credit processes, and available banking solutions. The role also includes customer problem resolution, regulatory awareness, and frontline support.
Key Responsibilities
Advise customers on investment and credit banking solutions Ask thoughtful questions to deepen customer relationships Provide personalized financial advice and answer customer concerns Discuss portfolio updates and recommend personalized solutions Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience Completion of IFIC or equivalent certification CFSA completion within twelve months if hired Knowledge of advanced investing and credit processes Proficiency with MS Office and internet applications Develop customer confidence through financial advice, investment knowledge, credit solutions, and relationship-focused service at TD Canada Trust. #J-18808-Ljbffr
Key Responsibilities
Advise customers on investment and credit banking solutions Ask thoughtful questions to deepen customer relationships Provide personalized financial advice and answer customer concerns Discuss portfolio updates and recommend personalized solutions Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience Completion of IFIC or equivalent certification CFSA completion within twelve months if hired Knowledge of advanced investing and credit processes Proficiency with MS Office and internet applications Develop customer confidence through financial advice, investment knowledge, credit solutions, and relationship-focused service at TD Canada Trust. #J-18808-Ljbffr