Personal Banker Trainee
$50,600–$71,400 year
On-siteRegina, Saskatchewan, Canada
Job Summary
Advise customers on high-level financial solutions by exploring investment options and providing personalized financial planning advice. Engage with clients to deepen relationships, address concerns, and maintain confidentiality while preparing documents consistent with regulatory guidelines. Act as a frontline point of contact for handling customer problems and promoting products to existing or prospective clients. Maintain professional space in common areas and participate in team activities to build a positive work environment. This role requires mobility within the assigned district, with potential geographic relocation after training completion. Completion of IFIC is required, with CFSA completion expected within 12 months of hire.
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
Desired Qualifications
- Post-Secondary or Undergraduate degree in related field
- Real estate secured lending and/or investment experience
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