Job opportunity
Personal Banker Trainee Lively
TD
Build financial advice expertise as a Personal Banker Trainee with TD Canada Trust in Lively, Ontario, serving customers through personalized guidance.
In this trainee role, you will support TD Canada Trust customers with financial planning advice, investment options, credit solutions, and banking services. You will ask thoughtful questions, understand financial goals, and recommend appropriate personalized solutions. The position includes training and onboarding, with mobility within the assigned district required.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Provide personalized financial advice and address customer concerns
Conduct financial reviews and discuss portfolio updates
Refer matters to appropriate team members or partners
Prepare documents consistent with relevant regulations
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent required
Complete CFSA within twelve months if hired
Knowledge of advanced investing and credit processes
Mobility within the assigned district and region
Apply your customer service, investment, credit, and financial planning knowledge as a Personal Banker Trainee with TD.
#J-18808-Ljbffr
Apply on source site In this trainee role, you will support TD Canada Trust customers with financial planning advice, investment options, credit solutions, and banking services. You will ask thoughtful questions, understand financial goals, and recommend appropriate personalized solutions. The position includes training and onboarding, with mobility within the assigned district required.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Provide personalized financial advice and address customer concerns
Conduct financial reviews and discuss portfolio updates
Refer matters to appropriate team members or partners
Prepare documents consistent with relevant regulations
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent required
Complete CFSA within twelve months if hired
Knowledge of advanced investing and credit processes
Mobility within the assigned district and region
Apply your customer service, investment, credit, and financial planning knowledge as a Personal Banker Trainee with TD.
#J-18808-Ljbffr