Personal Banker Trainee/mngr Personal Financial

7 months ago

Markham, Canada TD Bank Full time

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

- 424759BR

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

**Work Location**
- 8601 Warden Avenue

**Employment Type**
- Regular

**City**
- Markham

**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

**Additional Information**
- Current or previous experience in financial services industry is required.
- If you have not already completed the CFSA course or an equivalency, employees will be required to complete within 12 months of start date.
- Upon completion of the training program, you will be assigned to a Personal Banker position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to avail an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within the Scarborough West district. Geographic mobility is a condition of employment.
- It is understood that you will have flexibility to work on a rotational basis as part of the branch team. Branch hours may vary depending on location. Extended hours are Monday to Friday 9am to 8pm and Saturdays 9am to 4pm.
- Language Requirement - Cantonese and/or Mandarin needed

**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

  • Mandarin/cantonese Fluency

    7 months ago

    Markham, Canada TD Bank Full time

    **Mandarin/Cantonese Fluency - Personal Banker Trainee**: - 425966BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 80 Copper Creek Drive **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banker

    7 months ago

    Markham, Canada BMO Financial Group Full time

    3993 Highway 7 Markham Ontario,L3R 5M6 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 overall...

  • Personal Banker

    6 months ago

    Markham, Canada BMO Financial Group Full time

    710 Markland Street Markham Ontario,L6C 0G6 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

    7 months ago

    Markham, Canada BMO Financial Group Full time

    900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 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

    6 months ago

    Markham, Canada BMO Financial Group Full time

    2851 John Street Markham Ontario,L3R 5R7 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

    6 months ago

    Markham, Canada BMO Financial Group Full time

    9660 Markham Road Markham Ontario,L6E 0H8 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

    7 months ago

    Markham, Canada TD Bank Full time

    **Personal Banker - Spanish and/or Italian**: - 425776BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 5261 Highway 7, #B101 **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Trilingual Personal Banker

    3 days ago

    Markham, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Associate Private Banker

    3 days ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 155371 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Personal Banking Associate

    3 months ago

    Markham, Canada BMO Financial Group Full time

    1661 Denison Street Markham Ontario,L3R 6E4 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 Banking Associate

    7 months ago

    Markham, Canada BMO Financial Group Full time

    900 - 5221 Hwy 7 E Markham Ontario,L3R 1N3 IFIC or CSC must be complete 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...

  • Personal Banking Associate

    7 months ago

    Markham, Canada BMO Financial Group Full time

    710 Markland Street Markham Ontario,L6C 0G6 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 Banking Associate

    7 months ago

    Markham, Canada BMO Financial Group Full time

    710 Markland Street Markham Ontario,L6C 0G6 IFIC or CSC must be completed 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...

  • Personal Support Worker

    2 days ago

    Markham, Canada Cherish Integrated Services Full time

    **Position**: - Contract type: Permanent full time, after 3 month probation period. - Salary: $18 - $23/hr - Schedule: Monday - Friday / flexible from 8:30am - 4:30pm, minimum 30 hours per week. **Our Organization**: Cherish Integrated Services (CHIS) is a registered non-profit social services organization founded to provide services and support to promote...

  • Private Banker

    12 hours ago

    Markham, Canada BMO Financial Group Full time

    3985 Highway 7 East Markham Ontario,L3R 2A2 Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops...

  • Bilingual Premium Banker

    3 days ago

    Markham, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...

  • Trilingual Premium Banker

    3 days ago

    Markham, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...

  • Universal Banker I

    7 months ago

    Markham, 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

    4 months ago

    Markham, 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

    5 days ago

    Markham, 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...