Job opportunity
Personal Banker Trainee Montréal
TD
Personal Banker Trainees in Montréal advise customers on investment options and financial solutions while building lasting relationships at TD Canada Trust.
This trainee role supports customers pursuing financial goals through personalized advice. You will discuss investment and credit solutions, review portfolios, and answer questions. Training and onboarding prepare you for responsibilities within Personal & Commercial Banking.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address customer concerns
Review portfolios and suggest solutions aligned with goals
Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Build expertise in financial advice, investment options, credit solutions, and customer relationships as a TD Personal Banker Trainee.
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Apply on source site This trainee role supports customers pursuing financial goals through personalized advice. You will discuss investment and credit solutions, review portfolios, and answer questions. Training and onboarding prepare you for responsibilities within Personal & Commercial Banking.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address customer concerns
Review portfolios and suggest solutions aligned with goals
Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Build expertise in financial advice, investment options, credit solutions, and customer relationships as a TD Personal Banker Trainee.
#J-18808-Ljbffr