TD Insurance is hiring a Personal Banker Trainee in Granby to build lasting customer relationships and provide trusted financial planning advice. In this role, you will promote a range of banking solutions, conduct financial reviews, and help customers achieve their financial goals, guided by our vision to Be the Better Bank.
What You'll Do
- Advise customers on high-level investment and credit solutions from TD's offerings.
- Engage customers with thoughtful financial questions to deepen relationships and create positive experiences.
- Increase customer financial confidence by providing personalized advice and addressing concerns.
- Act as a point of contact for frontline staff to resolve customer problems.
- Maintain professional branch spaces according to marketing and regulatory guidelines.
- Conduct financial reviews with customers, discuss portfolio updates, and suggest personalized solutions.
- Stay current on emerging issues, evolving regulations, and industry codes of conduct.
- Participate in process improvement opportunities to protect the organization.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared in compliance with regulations and accurately reflect business intentions.
- Participate fully as a team member, help build a positive work environment, and assist others.
What We're Looking For
- High school diploma and/or 1 year of relevant experience.
- Completion of IFIC or an equivalent industry certification.
- CFSA must be completed within 12 months of being hired.
- Sound knowledge of advanced investing and credit processes, banking solutions, and concepts.
- Proficiency in software tools including MS Office and internet applications.
- Tactful communicator able to exchange ideas and customer information concisely.
- Self-initiator with strong organizational, planning, and time management skills.
Nice to Have
- Post-Secondary or Undergraduate degree in a related field.
- Real estate secured lending and/or investment experience.
Technical Stack
- MS Office Suite
- Internet applications
Team & Environment
You will be part of the frontline team at TD Canada Trust in Granby, working collaboratively to serve the local community.
Benefits & Compensation
- Compensation range: $50,600 - $71,400 CAD.
- Health and well-being benefits.
- Savings and retirement programs.
- Paid time off.
- Banking benefits and discounts.
- Career development programs.
- Reward and recognition programs.
Work Mode
This is an onsite position located in Granby, Quebec, Canada.
TD is an equal opportunity employer committed to providing an inclusive, accessible work environment.
