Senior Personal Banker Trainee – Borrowing Job Burnaby area,BC Canada,Finance & Banking

Position: Senior Personal Banker Trainee – Home Borrowing

Work Location:

Burnaby, British Columbia, Canada

Hours:

37.5

Line of Business:
Personal & Commercial Banking

Pay: $59,500 - $84,000 CAD

Job Overview

Senior Personal Banker – Home Borrowing will guide clients through the home borrowing process with expertise, clarity, and a focus on their unique financial needs. Provide personalized lending solutions through thorough financial assessments and leveraging TD tools to ensure well‑informed recommendations. Prioritize client trust and satisfaction while maintaining balanced value for both the bank and clients.

Responsibilities

Own the client experience and build long‑term relationships.

Help clients borrow wisely by focusing on personalized lending advice.

Go beyond the initial need and identify opportunities to deepen the client relationship by introducing One TD partners for all banking needs.

Build trust and protect clients, colleagues, and the bank.

Find ways to simplify processes for colleagues and clients and influence change.

Be committed to your growth & training and strengthen capabilities to provide elevated advice to clients.

Qualifications

High School diploma.
Accreditation:
Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) – FP1 & PFSA, or equivalent.
Minimum 1+ years of relevant experience in an advice role managing client relationships, providing complex financial advice with strong knowledge of RESL (Real Estate Secured Lending).
Deep knowledge and expertise in mortgage origination and home financing products.
In‑depth knowledge of investing, day‑to‑day banking, and all other TD products and services.
Client‑focused mindset while maintaining accountability for responsible, strategic pricing practices & financial outcomes.
Problem‑solving and people skills to de‑escalate challenging situations and resolve client complaints with empathy and efficiency.
Strong regulatory, AML, and compliance knowledge.
Drive to engage in client outreach and community presence to acquire new assets and deepen client relationships.
Ability to work a rotation across branch hours of operation.

Nice‑to‑Have

Post‑secondary or undergraduate degree in a related field.
Additional accreditations (e.g., Financial Planning II).

Benefits & Compensation

Base salary in the $59,500 – $84,000 CAD range, variable compensation, health and well‑being benefits, paid time off, banking benefits, and career development opportunities.

#J-18808-Ljbffr