Personal Banker Financial Advice
Job in
Montréal, Province de Québec, H1A 0A1, Canada
Listed on 2026-11-05
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Bank Customer Service, Retail Banking
Job Description & How to Apply Below
Personal Banker Trainees in Montréal advise customers on investment and credit solutions while building lasting financial relationships. The schedule is 37.5 hours.
At TD Canada Trust, this trainee role supports customers pursuing financial goals through personalized advice and financial reviews. You will explore investment options, answer questions, address concerns, and refer matters appropriately. The position also develops knowledge of banking solutions, regulations, and industry codes while supporting frontline colleagues.
Key Responsibilities:- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and answer customer concerns
- Review portfolios and suggest solutions aligned with goals
- Support frontline staff with customer problems
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Bring financial advice, investment knowledge, and customer communication skills to the Personal Banker Trainee role at TD Canada Trust.
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