Personal Banker Trainee/mngr Personal Financial

3 weeks ago

Georgetown, Canada TD Bank Full time

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

- 416560BR

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

**Work Location**
- 231 Guelph Street

**Employment Type**
- Regular

**City**
- Georgetown

**Time Type**
- Full Time

**Province/State**
- Ontario

**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 caring and 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, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause 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 collaboratio

  • Personal Banker Trainee/mngr Personal Financial

    4 weeks ago

    Georgetown, Canada TD Bank Full time

    416560BR Retail Banking - Financial Services Georgetown, ON August 25, 2023 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,...

  • Personal Banking Associate

    2 weeks ago

    Georgetown, Canada BMO Financial Group Full time

    280 Guelph Street, Unit 24 Georgetown Ontario,L7G 4B1 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...

  • Universal Banker I

    4 weeks ago

    Georgetown, 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...

  • Universal Banker I

    2 weeks ago

    Georgetown, 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...

  • Personal Caregiver

    4 weeks ago

    Georgetown, Canada Bayshore HealthCare Full time

    Flexible, casual home and community care job. Personal Support Worker (PSW) or Health Care Aide (HCA) Certificate is welcome. Bayshore is growing and we are seeking Personal Caregivers who are looking for flexible hours. We offer casual home and community care jobs. Personal Support Worker (PSW) or Health Care Aide (HCA) Certificate is welcome but not...

  • Personal Caregiver

    4 weeks ago

    Georgetown, Canada Bayshore HealthCare Full time

    Flexible, casual home and community care job. Personal Support Worker (PSW) or Health Care Aide (HCA) Certificate is welcome. Bayshore is growing and we are seeking Personal Caregivers who are looking for flexible hours. We offer casual home and community care jobs. Personal Support Worker (PSW) or Health Care Aide (HCA) Certificate is welcome but not...

  • Personal Caregiver

    2 weeks ago

    Georgetown, Canada Bayshore HealthCare Full time

    Bayshore is growing and we are seeking **Personal Caregivers** who are looking for flexible hours. We offer casual home and community care jobs. Personal Support Worker (PSW) or Health Care Aide (HCA) Certificate is required, and being available for Overnight shifts or weekend shifts would be considered an asset. **Available locations: Georgetown area** At...

  • Parts Person

    2 weeks ago

    Georgetown, Canada Autobody Shop Full time

    Job Summary: We are seeking a skilled Parts Person to join our team. The Parts Person will be responsible for managing inventory, procuring parts, and supporting the maintenance department in a fast-paced environment. **Responsibilities**: - Provide exceptional customer service to internal departments and external vendors - Maintain accurate inventory...

  • Personal Banking Associate

    2 weeks ago

    Georgetown, Canada TD Bank Full time

    **Work Location**: Georgetown, Ontario, Canada **Hours**: 15 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience**: - **Act as the premier...

  • Financial Services Advisor

    1 week ago

    Georgetown, Canada Tandia Financial Credit Union Full time

    We have an exciting temporary full-time opportunity at our Georgetown branch.Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to treat...

  • Financial Services Advisor

    1 week ago

    Georgetown, Canada Tandia Financial Credit Union Full time

    We have an exciting 12-month temporary full-time opportunity at our Georgetown branch.Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to...

  • Financial Services Advisor

    1 week ago

    Georgetown, Canada Tandia Financial Credit Union Full time

    We have an exciting full-time opportunity at our Georgetown branch.Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to treat its members...

  • Personal Care Assistant

    2 months ago

    Georgetown, Canada ComForCare Home Health Care - Halton Full time

    Job Summary:The Personal Care Assistant provides clients various personal care and homemaker companion services in accordance with an established plan of care so that they can remain in their residence.Essential Functions: Personal CareProvide assistance with safety supervision, showering, dressing, grooming, skin care, ambulation, range of motion exercise,...

  • Financial Services Advisor

    6 days ago

    Georgetown, Canada Tandia Financial Credit Union Full time

    We have an exciting full-time opportunity at our Georgetown branch. Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud to treat its...

  • Financial Services Advisor

    2 weeks ago

    Georgetown, Canada Tandia Financial Credit Union Full time

    We have an exciting 12-month temporary full-time opportunity at our Georgetown branch. Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you enjoy being part of an organization that is proud...

  • Personal Support Worker

    1 week ago

    Georgetown, Canada BENNETT CENTRE LONG TERM CARE Full time

    About us: The Bennett Centre, founded in 1999, is a long-term care facility located on the same site as the Georgetown Hospital Campus of Halton Healthcare Services. It is licensed by the Ministry of Health and Long-Term Care (MOHLTC) as a not-for-profit Long-Term Care Home. We are currently hiring for PSW roles for part time and casual positions*Key...

  • Personal Support Worker

    4 weeks ago

    Georgetown, Canada AFYA-BORA HOME HEALTHCARE SERVICES INC Full time

    **JOB DESCRIPTION** - Assist clients with their activities of daily living (ADL) based on their individual needs. Includes, but not limited to: - Bathing/showering - Hygiene - skin, hair, oral care - Feeding - Dressing/grooming - Passive range of motion exercises - Walk and active living support - recreational activities (puzzles, music, simple crafts,...

  • Personal Support Worker

    4 weeks ago

    Georgetown, Canada Extendicare Full time

    **Job Description**: **REQUIREMENTS**: Effective human relations skills and demonstrated commitment to working with seniors. Ability to work effectively individually and with others while prioritizing tasks to handle the most urgent first. Ability to work effectively in a variety of stressful situations and challenges and with various individuals or groups....

  • Personal Support Worker

    3 weeks ago

    Georgetown, Canada SE Health Full time

    We are looking for casual PSW to work at Armstrong terrace, 8 Durham Street, Georgetown, L7G 4X9, ON, Canada **Status: Casual** **About Us**: At SE, we love what we do. Every day, we bring hope and happiness to clients, homes, and communities across Canada. We treat each person with dignity and love, like our own family; we build empathy; and we do the...

  • Personal Support Worker

    4 weeks ago

    Georgetown, Canada SE Health Full time

    We are looking for casual PSW to work at Armstrong terrace, 8 Durham Street, Georgetown, L7G 4X9, ON, Canada **Status: Part Time** **Why join our team?** - **Competitive Compensation. **Our Total Rewards package includes a competitive salary, group benefits, RRSP pension, and exclusive perks/discounts available only to SE Health staff. - **Develop yourself...