Senior Personal Banker Trainee - Investing - Mandarin or Cantonese Language Skills an Asset
$44,625–$63,000 year
On-site · Vancouver, British Columbia, Canada
Job Summary
Senior Personal Banker – Investing role based in Vancouver, BC, at TD Canada Trust. Focuses on providing investment guidance and financial planning to customers in-branch, building relationships, promoting TD products and services, and delivering proactive outreach to discuss portfolio updates and opportunities. Requires deep knowledge of investment products, experience with banking products, ability to understand customer needs, and the capacity to act as a subject-matter expert for both customers and colleagues. Mandarin or Cantonese language skills are considered an asset. Mobility within the assigned district is required, with potential geographic relocation within the region as training progresses. The role emphasizes delivering exceptional customer experience, cross-selling opportunities, and contributing to market share growth while adhering to policies, procedures, and regulatory guidelines. The position welcomes candidates with a High School diploma and/or post-secondary education and values ongoing development, training, and a supportive, inclusive work environment.
Required Qualifications
- High School diploma and/or Post-Secondary or Undergraduate degree preferred
- 2+ years relevant experience
- Investment Funds Canada (IFC) or equivalent
- Certificate in Financial Services Advice (CFSA)
- Trainee Mobility
- Mobility within Assigned District
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