Personal Banker Trainee/mngr Personal Financial

3 weeks ago

Winnipeg, Canada TD Bank Full time

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

- 431313BR

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

**Work Location**
- 3260 Portage Avenue

**Employment Type**
- Regular

**City**
- Winnipeg

**Time Type**
- Full Time

**Province/State**
- Manitoba

**Hours**
- 37.50

**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 creativit

  • Personal Banker Trainee/mngr Personal Financial

    3 weeks ago

    Winnipeg, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 416961BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 440-350 North Town Road **Employment Type** - Regular **City** - Winnipeg **Time Type** - Full Time **Province/State** - Manitoba **Hours** - 37.50 **Workplace Model** - Onsite **Pay...

  • Personal Banker Trainee/mngr Personal Financial

    4 weeks ago

    Winnipeg, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 430830BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 850 Keewatin Street **Employment Type** - Regular **City** - Winnipeg **Time Type** - Full Time **Province/State** - Manitoba **Hours** - 37.50 **Workplace Model** - Onsite **Pay...

  • Personal Banker Trainee/mngr Personal Financial

    1 week ago

    Winnipeg, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 415096BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 270 St. Anne's Road Southwest **Employment Type** - Regular **City** - Winnipeg **Time Type** - Full Time **Province/State** - Manitoba **Hours** - 37.50 **Workplace Model** -...

  • Personal Banker

    3 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    110-400 North Town Rd Winnipeg Manitoba,R3Y 0Y3 We are currently hiring for multiple Personal Banker opportunities for our Winnipeg market 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...

  • Personal Banker

    2 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    1083 McPhillips Street Winnipeg Manitoba,R2X 2K8 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 Banker

    1 week ago

    Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 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 achieve...

  • Personal Banker

    1 week ago

    Winnipeg, Canada BMO Financial Group Full time

    Address: 1083 McPhillips Street Job Family Group: Retail Banking Sales & Service 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...

  • Personal Banker

    3 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    1083 McPhillips Street Winnipeg Manitoba,R2X 2K8 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 through various channels with BMO partners to deliver the desired...

  • Personal Banker

    4 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    751 Sterling Lyon Parkway Winnipeg Manitoba,R3P 2S8 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 through various channels with BMO partners to deliver the desired...

  • Personal Banker

    3 days ago

    Winnipeg, Canada BMO Financial Group Full time

    2785 Pembina Highway Winnipeg Manitoba,R3T 2H5 - Mandarin speaking is required for this position 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 through various...

  • Personal Banker

    17 hours ago

    Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 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 through various channels with BMO partners to deliver the desired customer...

  • Personal Banker

    3 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    110-400 North Town Rd Winnipeg Manitoba,R3Y 0Y3 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 achieve...

  • Personal Banker

    4 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    30 Lakewood Boulevard Winnipeg Manitoba,R2J 2M8 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 achieve...

  • Personal Banker

    1 week ago

    Winnipeg, Canada BMO Financial Group Full time

    1083 McPhillips Street Winnipeg Manitoba,R2X 2K8 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 through various channels with BMO partners to deliver the desired...

  • Personal Banker

    7 days ago

    Winnipeg, Canada BMO Financial Group Full time

    2785 Pembina Highway Winnipeg Manitoba,R3T 2H5 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 achieve...

  • Personal Banker

    1 week ago

    Winnipeg, Canada BMO Financial Group Full time

    1188 Pembina Highway Winnipeg Manitoba,R3T 2A6 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 achieve...

  • Personal Banker

    1 week ago

    Winnipeg, Canada BMO Financial Group Full time

    3647 Portage Ave, Unit 1 Winnipeg Manitoba,R3K 2G6 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 Banker

    2 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    Application Deadline: 02/09/2025Address: 1083 McPhillips StreetJob Family Group: Retail Banking Sales & ServiceDelivers 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 through...

  • Personal Banker

    2 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    Application Deadline: 02/06/2025Address: 751 Sterling Lyon ParkwayJob Family Group: Retail Banking Sales & ServiceDelivers 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 through...

  • Personal Banker Trainee

    1 week ago

    Winnipeg, Canada TD Bank Full time

    **Work Location**: Winnipeg, Manitoba, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $50,600 - $71,400 CAD 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 performing a broad range of customer service...