Personal Banker Trainees in Keswick, Ontario, apply investment knowledge and financial advice skills while serving TD Canada Trust customers. This role offers 37.5 hours weekly.
At TD Canada Trust, you will build customer relationships through banking transactions, financial reviews, and personalized solutions. You will advise on investment and credit options, answer questions, and refer customers appropriately. Your work supports customer confidence, loyalty, and investment returns.
Key Responsibilities:

Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Discuss portfolio updates and additional suitable solutions
Support frontline staff with customer problems
Requirements:

High school diploma or one year relevant experience
Post-secondary or undergraduate related degree is an asset
Complete IFIC or equivalent CFSA within twelve months
Investment or real estate secured lending experience is an asset
Knowledge of investing, credit processes, and banking solutions
Bring financial advice, investment knowledge, and customer relationship skills to TD Canada Trust as a Personal Banker Trainee.

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Personal Banker Keswick Investment Advice