Personal Banker Trainee

Description

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Are you passionate about connecting personally with customers toassistthem 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 BankerTrainee anddemonstrateyour subject matterexpertiseinprovidingsound financial planning advice to promote customer loyalty and investment returns.

In this role, you are expected to:

• Play a key role inadvisingcustomers of high-level financial solutions from a range of available investment and credit banking solutions

• By asking thoughtful financial questions, engage with customers and create positive experiences toretainand deepen relationships

• Increase customer financial confidence byprovidingpersonalized financial advice, answering customer questions, and addressing theirconcerns;raising matters asappropriate toteam members or partners whilemaintainingconfidentiality and accuracy

• Act as a point of contact for the frontline staff in handling customer problems

• Maintain professional space incommon areasas per marketing and regulatory guidelines

• Work closely with existing and prospective customers to provide financial reviews, discuss portfolioupdatesand suggestadditionalpersonalized solutions based on their financial goals

• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well asparticipatein process improvement opportunities to protect the interests of the organization

• Strive to achieve and improve service level agreements and productivity targets

• Ensure documents are prepared consistent with relevant regulations and in a wayproperlyreflectingbusiness intentions

• Participate fully as a team member, help build a positive and diverse work environment, willinglyassistand mentor others in the completion of work activities, and address communication issues efficiently

Job Requirements:

• High school diplomaand/or1 year of relevantexperience

• Post-Secondary or Undergraduate degree in related field is anasset

• Completion ofIFIC or equivalent required

• CFSA must be completedwithin 12 months, ifhired

• Realestatesecuredlending and/orinvestment experience an asset

• Sound knowledge of advanced investing and credit processes, bankingsolutionsand conceptsin order toprovidepersonalized advice to customers in a fast-paced work environment

• Proficiencyin software tools including MS Office, and internet application

• Tactful communicator able to exchange ideas and customer information in a concise and logical way

• A self-initiator with strong organizational, planning and time management skills

Trainee Mobility
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of thispostingwill bedeterminedby your progress in the training program and our ability to availan appropriate opportunity. This may involvea transferandgeographicrelocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.

Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!Language Requirement (Quebec only):Sans Objet