Personal Banker Trainee

. Advise customers on high-level financial solutions across investment and credit banking products .

Posted 9/17/2026full-timeWiarton • CanadaEntry Level💰 CA$50,600 - CA$71,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing personalized financial advice and solutions while maintaining compliance with regulations. Strong ability to engage customers and improve service levels through effective communication and organizational skills.

Highest-signal resume keywords

Financial Solutions AdvisoryIFIC CertificationReal Estate Secured Lending ExperienceAdvanced Investing KnowledgeMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReviewsCredit Banking ProductsInvestment ProductsPortfolio ManagementRegulatory ComplianceProcess ImprovementDocumentation PreparationCustomer Problem ResolutionConfidentiality MaintenanceTime Management

Soft Skills

Tactful CommunicationOrganizational SkillsPlanning SkillsTeam CollaborationMentoring

Tools & Technologies

MS OfficeInternet Applications

Certifications & Qualifications

IFIC CertificationCFSA Certification

Industry Keywords

Investment ExperienceCredit ProcessesBanking SolutionsFinancial RegulationsCustomer Experience

About the role

Key responsibilities & impact

Advise customers on high-level financial solutions across investment and credit banking products
Engage customers through thoughtful financial questions and create positive experiences
Provide personalized financial advice, answer questions, and address concerns
Refer matters to appropriate team members or partners while maintaining confidentiality and accuracy
Act as a point of contact for frontline staff handling customer problems
Maintain professional common areas according to marketing and regulatory guidelines
Conduct financial reviews, discuss portfolio updates, and suggest personalized solutions
Stay current on emerging issues, regulations, and industry codes of conduct
Participate in process improvement opportunities
Achieve and improve service level agreements and productivity targets
Prepare documents consistently with relevant regulations and business intentions
Participate as a team member, mentor colleagues, and address communication issues efficiently

Requirements

What you’ll need

High school diploma and/or 1 year of relevant experience
Completion of IFIC or equivalent required
CFSA must be completed within 12 months, if hired
Real estate secured lending and/or investment experience an asset
Sound knowledge of advanced investing and credit processes, banking solutions and concepts
Proficiency in software tools including MS Office and internet applications
Tactful communication skills to exchange ideas and customer information concisely and logically
Strong organizational, planning, and time management skills
Post-Secondary or Undergraduate degree in a related field is an asset

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular development conversations, training programs, and a competitive benefits plan
Access to an online learning platform
Mentoring programs
Training and onboarding sessions
Accommodation support during the interview process