Personal Banker Trainee/mngr Personal Financial

3 days ago

Sidney, Canada TD Bank Full time

**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**:

- 425269BR

**Job Category - Primary**
- Retail Banking - Financial Services

**Work Location**
- 2406 Beacon Avenue

**Employment Type**
- Regular

**City**
- Sidney

**Time Type**
- Full Time

**Province/State**
- British Columbia

**Hours**
- 37.5

**Workplace Model**
- Onsite

**Pay Details**

**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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals.

We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.

Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact.

**Job Details**

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 with over 1 year of relevant experience
- Completion of IFIC or CSC Course
- CFSA must be completed, if hired
- Post-Secondary or Undergraduate degree in related field is 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
- 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

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.**How We Work**
At TD, we believe in-person connections fuel collaboration and collective creat

  • Personal Banker

    3 days ago

    Sidney, Canada BMO Financial Group Full time

    2461 Beacon Avenue Sidney British Columbia,V8L 1X7 Delivers 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 partners to deliver the desired customer experience and...

  • Personal Caregiver

    4 weeks ago

    Sidney, Canada Bayshore HealthCare Full time

    Bayshore is looking for passionate and caring Personal Caregivers to join our team in the Saanich / Peninsula area. You will be servicing clients from the comfort of their own home, who require assistance with all aspects of daily living such as personal care, homemaking services, meal preparation, and general household management. Caregivers may also be...

  • Stores Person

    2 weeks ago

    Sidney, Canada De Havilland Full time

    De Havilland Aircraft of Canada Ltd. (‘DHC’) is a proudly Canadian aerospace company currently transitioning its corporate headquarters to Calgary, AB. DHC is undertaking a consolidation of its underlying subsidiary companies under a single brand currently offering engineering, aftermarket, new aircraft manufacturing, modifications, parts manufacturing,...

  • Maintenance Person

    3 days ago

    Sidney, Canada Victoria Airport Days Inn Full time

    **Type**: Full-Time or Part-Time **Responsibilities**: - Execute maintenance tasks under the direction and guidance of the maintenance manager. - Effectively prioritize tasks to ensure guest comfort and property safety. - Perform janitorial as well as the maintenance duties as needed - Rapidly troubleshoot and address maintenance issues. - Utilize both...

  • Personal Support Worker

    3 weeks ago

    Sidney, Canada Sonja Jaquemot Full time

    Job Overview: Summer Caregiving Opportunity - located in Sidney BC (Vancouver Island) ($27-$29/HR - 32 HOURS-40 HOURS PER WEEK) Looking for a fabulous, calm and creative person to provide care for my teenage daughter this summer (July & August) in our home or yours. Looking for someone Tuesday -Friday 11am-7pm $27-$29/hr (depending on experience) and one...

  • Personal Lines Supervisor

    2 months ago

    Sidney, Canada Seafirst Insurance Full time

    SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay, Saanichton, Sidney, Salt Spring Island, Oak Bay, and Westshore. It...

  • Personal Lines Supervisor

    3 weeks ago

    Sidney, Canada Seafirst Insurance Full time

    SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay, Saanichton, Sidney, Salt Spring Island, Oak Bay, and Westshore. It...

  • Supervisor - Personal Insurance

    3 weeks ago

    Sidney, Canada Seafirst Insurance Full time

    SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years and are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay, Saanichton, Sidney, Salt Spring Island, Oak Bay, and Westshore. It...

  • Personal Compassionate Female Caregiver

    2 weeks ago

    Sidney, Canada CSIL Full time

    Responsibilities: - Provide in-home care for senior lady - Assist with activities of daily living, including bathing, dressing, and grooming as needed - Prepare light meals - Monitor and report changes in clients' health or behavior - Provide companionship and emotional support to client - Assist with light housekeeping tasks - Take client for a daily ride...

  • Resident Care Partner

    4 weeks ago

    Sidney, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ RESIDENT CARE PARTNER (Personal Support Worker)_** **_ Amica Beechwood Village_** **_ Casual On Call_** **Imagine working for a growing, industry-leading organization where people join together for meaningful work** Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium...

  • Resident Care Partner

    3 weeks ago

    Sidney, Canada Amica Senior Lifestyles Full time

    **Job Description**: **_ RESIDENT CARE PARTNER (Personal Support Worker)_** **_ Amica Beechwood Village_** **_ Casual - On Call_** **Imagine working for a growing, industry-leading organization where people join together for meaningful work** Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium...

  • Customer Service Representative

    3 weeks ago

    Sidney, Canada BMO Financial Group Full time

    2461 Beacon Avenue Sidney British Columbia,V8L 1X7 Delivers 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 partners to deliver the desired customer experience and...

  • 24 Hour Personal Support Worker

    3 weeks ago

    Sidney, Canada Just Like Family Home Care Full time

    We are looking for a Caregiver to work in our clients home for 24 hours shifts. He has dementia so experience with the progression of the disease is necessary. We are looking for an individual to work 5 days on and 5 days off. A great job opportunity, providing support within the community and at our location. We work with a variety of people with diverse...

  • Financial Controller

    2 weeks ago

    Sidney, Canada Titan Boats Ltd. Full time

    **Financial Controller** Titan Boats, a leading manufacturer of rigid hull inflatable boats located in Sidney, BC, is looking to enhance our team. We are known for our tough, durable, and quality-engineered boats which are used for patrol, enforcement, and interdiction. The Financial Controlleroversees all financial processes and is responsible for...

  • Financial Services Associate

    4 days ago

    Sidney, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Representative Ii

    1 week ago

    Sidney, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Insurance Advisor

    4 weeks ago

    Sidney, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    3 weeks ago

    Sidney, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Junior Accounting Associate

    3 weeks ago

    Sidney, Canada Vowles Accounting & Tax Services Inc. Full time

    **GENERAL DESCRIPTION**: The Junior Accounting Associate is responsible for bookkeeping, preparing clients’ financial statements and tax returns and complying with clients’ statutory filing requirements. There is an anticipated start date for this job posting of January 2, 2024. **MAJOR TASKS & DUTIES**: - Roll forward accounting files from previous...

  • Customer Experience Associate

    3 weeks ago

    Sidney, Canada TD Bank Full time

    405866BR Retail Banking - Customer Service Sidney, BC April 14, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...