Job opportunity
Personal Banker Financial Advice Montréal
The Toronto-Dominion Bank (Canada)
Personal Banker Trainees in Montréal advise customers on investment and credit solutions while building lasting financial relationships. The schedule is 37.5 hours.
At TD Canada Trust, this trainee role supports customers pursuing financial goals through personalized advice and financial reviews. You will explore investment options, answer questions, address concerns, and refer matters appropriately. The position also develops knowledge of banking solutions, regulations, and industry codes while supporting frontline colleagues.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and answer 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
Bring financial advice, investment knowledge, and customer communication skills to the Personal Banker Trainee role at TD Canada Trust.
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Apply on source site At TD Canada Trust, this trainee role supports customers pursuing financial goals through personalized advice and financial reviews. You will explore investment options, answer questions, address concerns, and refer matters appropriately. The position also develops knowledge of banking solutions, regulations, and industry codes while supporting frontline colleagues.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and answer 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
Bring financial advice, investment knowledge, and customer communication skills to the Personal Banker Trainee role at TD Canada Trust.
#J-18808-Ljbffr