Personal Banker Trainee/mngr Personal Financial

1 week ago

Montrealnord, Canada TD Bank Full time

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

- 415270BR

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

**Work Location**
- 6168 Henri-Bourassa Boulevard East

**Employment Type**
- Regular

**City**
- Montreal-Nord

**Time Type**
- Full Time

**Province/State**
- Quebec

**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**
- This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.

**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 medi

  • Personal Banker

    2 weeks ago

    Montreal, Quebec, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6Delivers 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...

  • Mngr Personal Financial Srvcs Trainee- Laird

    2 weeks ago

    Montreal, Quebec, Canada TD Bank Full time

    430872BRRetail Banking - Financial ServicesMontreal, QCJanuary 23, 2024Hours37.5Workplace ModelOnsitePay DetailsDepartment OverviewAt 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...

  • Personal Banker

    2 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Work Location:- TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.- The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our...

  • Personal Banker

    4 weeks ago

    Montreal, Canada BMO Full time

    Application Deadline: 05/02/2024Address:5501, avenue MonklandDelivers 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...

  • Personal Banker

    2 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Application Deadline: 05/02/2024Address:5501, avenue MonklandDelivers 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...

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Investment & Personal Banking Specialist Trainee (Canada) Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking...

  • Manager, Personal Financial Services

    1 week ago

    Montreal-nord, Canada TD Bank Full time

    **Manager, Personal Financial Services**: - 425030BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 6168 Henri-Bourassa Boulevard East **Employment Type** - Regular **City** - Montreal-Nord **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Senior Investment

    3 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essenti

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...

  • Private Banker

    4 days ago

    Montreal, Canada Banque Nationale du Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. Your

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is...

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

       Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, your...

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is...

  • Senior Investment

    4 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your...

  • Senior Investment

    3 weeks ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,...

  • Private banker

    2 weeks ago

    Montreal, Canada National Bank Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial.This position reports to the Regional Vice President, Commercial & Private Banking 1859.Your job: Recommend and implement strategic financing solutions...

  • Private banker

    2 weeks ago

    Montreal, Canada National Bank Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial.This position reports to the Regional Vice President, Commercial & Private Banking 1859.Your job: Recommend and implement strategic financing solutions...

  • Private Banker

    2 weeks ago

    Montreal, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Commercial banking A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. ...

  • Private Banker

    2 weeks ago

    Montreal, Canada Banque Nationale du Canada Full time

    Area of Interest: Advisory services, Commercial banking A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. ...

  • Manager, Personal Financial Services

    2 weeks ago

    Montréal-Nord, Canada TD Bank Full time

    Manager, Personal Financial Services:BRJob Category - Primary Retail Banking Financial ServicesWork Location 6168 Henri-Bourassa Boulevard EastEmployment Type RegularCity Montreal-NordTime Type Full TimeProvince/State QuebecHours 37.5Workplace Model OnsitePay DetailsDepartment OverviewAt TD Canada Trust, we are the frontline of TD Bank. We strive to build...