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Senior Personal Banker Trainee
Job Description & How to Apply Below
In this trainee role, you'll combine customer service with financial planning expertise. Engage with clients to understand their financial needs and recommend tailored solutions. Your experience will help promote TD's suite of personal banking products and services while ensuring a positive client experience.
Key Responsibilities:
• Create an exceptional branch customer experience
• Provide expert advice on Real Estate Secured Lending products
• Conduct proactive outreach to discuss financial portfolio updates
• Maintain thorough market and product knowledge
• Ensure accuracy in documentation and customer interactions
Requirements:
• High School diploma or post-secondary education
• 2+ years of relevant experience
• Investment Funds in Canada accreditation within 90 days
• Certificate in Financial Services Advice within 6 months
• Willingness to be mobile within assigned district
Bring your passion for client relationships and financial advising to TD Canada Trust in Calgary and shape customer experiences.
Position Requirements
10+ Years
work experience
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