Build financial advice expertise with TD Canada Trust in Saskatoon, using investment knowledge and customer relationship skills. This position offers 37.5 hours weekly.
As a Personal Banker Trainee, you will advise customers on investment and credit solutions. You will provide financial planning advice, explore investment options, and support customer loyalty. The work includes financial reviews, portfolio updates, personalized recommendations, and confidential responses to customer concerns.
Key Responsibilities:

Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and answer concerns
Complete financial reviews and discuss portfolio updates
Support frontline staff with customer problems
Requirements:

High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion within twelve months if hired
Advanced investing and credit process knowledge
Mobility within the assigned district
Develop customer-focused expertise in investment advice, credit solutions, and financial reviews as a Personal Banker Trainee with TD.

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Personal Banker Financial Advice Trainee