Personal Banker-Evergreen

Work Location

Burlington, Ontario, Canada

37.5 hours per week (full‑time)

Personal & Commercial Banking

$57,500 – $74,400 CAD per year

At TD Canada Trust, we are the frontline of TD Bank. We build deep and lasting relationships by executing a broad range of customer service transactions and providing advice and information about services, products, and solutions to existing or prospective TD customers.

We are looking for a Personal Banker Trainee who can connect personally with customers and help them achieve their financial goals through sound financial planning advice and product promotion.

• Advising customers on high‑level financial solutions across available investment and credit banking options.
• Engaging customers with thoughtful financial questions to create positive experiences, retain relationships, and deepen engagement.
• Building customer financial confidence by offering personalized advice, answering inquiries, and escalating matters appropriately while maintaining confidentiality and accuracy.
• Acting as a point of contact for frontline staff to handle customer issues.
• Maintaining a professional environment in common areas in line with marketing and regulatory guidelines.
• Working closely with existing and prospective customers to conduct financial reviews, discuss portfolio updates, and recommend additional solutions aligned with their financial goals.
• Striving to achieve and improve service level agreements and productivity targets.
• Ensuring documents comply with relevant regulations and reflect business intentions accurately.
• Collaborating as a team member, building a positive and diverse work environment, mentoring others, and addressing communication issues efficiently.

• High school diploma and/or one year of relevant experience.
• Post‑secondary or undergraduate degree in a related field is an asset.
• Completion of IFIC or an equivalent certification is required.
• CFSA must be completed within 12 months if hired.
• Experience in real‑estate secured lending and/or investment is an asset.
• A sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice in a fast‑paced environment.
• Proficiency with software tools, including Microsoft Office and internet applications.
• Effective communication skills, able to exchange ideas and customer information concisely and logically.
• A self‑initiated professional with strong organizational, planning, and time‑management skills.

This role requires mobility within the assigned district. Upon completion of the training program, you may be assigned to a position that can be located at a TD office within the same region, which may involve a geographic relocation. You must be willing and able to move to any location within the assigned region.