Personal Banker Trainee/mngr Personal Financial
6 months ago
**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**:
- 417793BR
**Job Category - Primary**
- Retail Banking - Financial Services
**Work Location**
- 2220 Bloor Street West
**Employment Type**
- Regular
**City**
- Toronto
**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**
**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
-
Personal Banker Trainee/mngr Personal Financial
5 months ago
Toronto, Canada TD Bank Full time**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 424742BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 7080 Warden Avenue **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...
-
Personal Banker Trainee/mngr Personal Financial
5 months ago
Toronto, Canada TD Bank Full time**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 414578BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1245 Dupont Street **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...
-
Personal Banker Trainee/mngr Personal Financial
6 months ago
Toronto, Canada TD Bank Full time**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 415861BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 7080 Warden Avenue **Employment Type** - Regular **City** - Markham, Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...
-
Personal Banker Trainee
6 months ago
Toronto, Canada TD Bank Full time**Personal Banker Trainee (Toronto East)**: - 433266BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1511 Bayview Avenue, 1684 Danforth Avenue, 2135 Victoria Park Avenue, 321 Moore Avenue, 45 Overlea Boulevard, 480 Danforth Avenue, 89 Vanderhoof Avenue, 991 Pape Avenue **Employment Type** - Regular **City** -...
-
Personal Banker
5 months ago
Toronto, Canada HSBC Full time-Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 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...
-
Personal Banker
6 months ago
Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 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
5 months ago
Toronto, Canada BMO Financial Group Full time763 Bay Street Toronto Ontario,M5G 2R3 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
5 months ago
Toronto, Canada BMO Financial Group Full time3022 Bloor Street West Toronto Ontario,M8X 1C4 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
5 months ago
Toronto, Canada BMO Financial Group Full time2 Silver Moon Drive Toronto Ontario,M8V 0J9 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
5 months ago
Toronto, Canada BMO Financial Group Full time568 College Street Toronto Ontario,M6G 1B3 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
5 months ago
Toronto, Canada BMO Financial Group Full time6023 Steeles Ave East, Bldg K Toronto Ontario,M1V 5P7 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
5 months ago
Toronto, Canada BMO Financial Group Full time382 Yonge Street, Unit 4 Toronto Ontario,M5B 1S8 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
5 months ago
Toronto, Canada BMO Financial Group Full time2739 Eglinton Avenue East Toronto Ontario,M1K 2S2 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
5 months ago
Toronto, Canada BMO Financial Group Full time2330 Kennedy Road, Unit E Toronto Ontario,M1T 3H1 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
5 months ago
Toronto, Canada BMO Financial Group Full time2450 Sheppard Ave E, Unit 119 Toronto Ontario,M2J 1X1 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
5 months ago
Toronto, Canada BMO Financial Group Full time763 Bay Street Toronto Ontario,M5G 2R3 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
5 months ago
Toronto, Canada BMO Financial Group Full time437 Spadina Road Toronto Ontario,M5P 2W3 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
5 months ago
Toronto, Canada BMO Financial Group Full time1102 Dundas Street West Toronto Ontario,M6J 1X2 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
5 months ago
Toronto, Canada BMO Financial Group Full time291 Spadina Avenue Toronto Ontario,M5T 2E6 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
5 months ago
Toronto, Canada BMO Financial Group Full time2330 Bloor Street West Toronto Ontario,M6S 1P3 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...
