Personal Banker Trainee - 37.5h

TD Ameritrade

Saint-Laurent, Quebec, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Not specified (likely hybrid or in-office based on banking industry norms).
High school diploma or 1 year experience
Ific certification required
Cfsa completion within 12 months
TD Ameritrade is seeking a Personal Banker Trainee in Saint-Laurent, Quebec, to build customer relationships and provide personalized financial advice. The role emphasizes customer service, financial planning, and product promotion, with opportunities for growth within the company

Job Summary

  • This role involves advising customers on high-level financial solutions including investment and credit banking options.
  • The position requires maintaining professional standards while ensuring documents comply with relevant regulations.
  • TD offers a comprehensive Total Rewards package including health benefits, retirement programs, and career development opportunities.

Matching Summary

Match Score: 75

TD Ameritrade is seeking a Personal Banker Trainee in Saint-Laurent, Quebec, to build customer relationships and provide personalized financial advice. The role emphasizes customer service, financial planning, and product promotion, with opportunities for growth within the company.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • High school diploma or 1 year experience
  • IFIC certification required
  • CFSA completion within 12 months
  • Advanced investing and credit knowledge
  • MS Office proficiency
  • Strong organizational skills

Nice-to-have

  • Post-secondary degree in related field
  • Real estate secured lending experience
  • Investment experience
  • Tactful communication style
  • Self-initiator with planning skills

Key Requirements

  • High school diploma and/or 1 year of relevant experience
  • Completion of IFIC or equivalent
  • CFSA must be completed within 12 months if hired
  • Mobility within the assigned district required

Work Rights

Not specified

Tailored Resume

Cover Letter