Personal Banker Trainee - Saint-Jérôme (Full Time)
$52,700–$74,400 year
On-siteSaint-Jérôme, Quebec, Canada
Job Summary
Advise customers on high-level financial solutions, including investment and credit banking options, by asking thoughtful questions and providing personalized financial planning advice. Engage directly with existing and prospective clients to discuss portfolio updates, address concerns, and deepen relationships while maintaining confidentiality and accuracy. Act as a frontline point of contact for handling customer problems and ensure all documents are prepared consistently with relevant regulations. Participate in team activities, mentor others, and strive to improve service level agreements and productivity targets within a fast-paced environment. This role requires mobility within the assigned district and completion of the IFIC certification within 12 months.
Required Qualifications
- High school diploma
- 1 year of relevant experience
- Completion of IFIC or equivalent
- CFSA must be completed within 12 months, if hired
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts
- Proficiency in software tools including MS Office, and internet application
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- Self-initiator with strong organizational, planning and time management skills
- Mobility within the Assigned District
- Geographic relocation to another TD location within your assigned region
- Maîtrise d'une langue autre que le français
Desired Qualifications
- Post-Secondary or Undergraduate degree in related field
- Real estate secured lending and/or investment experience
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