Personal Support Workers

Personal Banker Trainee

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

• Play a key role in advising customers of high‑level financial solutions from a range of available investment and credit banking solutions.
• Engage with customers by asking thoughtful financial questions, creating positive experiences to retain and deepen relationships.
• Increase customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; raise matters as appropriate while maintaining confidentiality and accuracy.
• Act as a point of contact for frontline staff in handling customer problems.
• Maintain professional space in common areas per marketing and regulatory guidelines.
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals.
• Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct while participating in process improvement opportunities.
• Strive to achieve and improve service level agreements and productivity targets.
• Ensure documents are prepared consistent with relevant regulations and properly reflect business intentions.
• Participate fully as a team member, build a positive and diverse work environment, mentor others, and address communication issues efficiently.

• High school diploma and/or 1 year of relevant experience.
• Post‑Secondary or Undergraduate degree in related field is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months if hired.
• Real estate secured lending and/or investment experience an asset.
• Sound knowledge of advanced investing and credit processes, banking solutions and concepts.
• Proficiency in MS Office and internet applications.
• Tactful communicator able to exchange ideas and customer information concisely.
• A self‑initiator with strong organizational, planning and time‑management skills.

This opportunity includes a mobility clause that requires a candidate to be mobile within the assigned district. Upon completion of the training program, you will be assigned to a position compatible with your training. The timing and location of the posting will depend on your progress and the organization’s ability to assign an appropriate opportunity, which may involve a transfer and geographic relocation within your assigned region.

You are aware that geographic mobility is a condition of employment.

Base salary, variable compensation and a comprehensive benefits package including health and well‑being benefits, savings and retirement programs, paid time off, bank discounts, career development and reward and recognition programs.