Course Overview

This 8-hour course is designed for students who are interested in learning more about the Canadian retail banking industry, or even determined to get into the Canadian retail banking industry, including wealth management, private banking, investment advisory, and retail banking operations. In this course, all different roles in retail banking, including both customer-facing roles and middle/back office roles, are introduced and explained in detail, and all necessary skills required to develop a successful career path in retail banking are also covered. After this training, students are expected to gain not only a thorough understanding of the retail banking industry, but also all necessary information and interview tips.

Each session has a duration of 2 hours.

Session 1 – Introduction to Canadian Retail Banking Industry

• Overview of Canadian banking industry and system

• Overall structure of retail banking

• Different roles in retail banking, and career development potential of each role will be covered

Session 2 – Basic terminology in Retail Banking

• This lecture covers basic terminologies in retail banking including KYC. KYT etc.

• Details of financial products in retail banking will be shared

• Real-life cases of KYC/KYT to identify scam transaction and fraud transaction will be discussed

Session 3 – Introduction to Canadian Government Registered Account

• This lecture introduces knowledge of three different types of government registered account in Canada, which are TFSA, RRSP, and RESP 

• Detailed benefit of these account and real-life case of how to combine them to make financial plan for customer will be covered

Session 4 – Interview Preparation

• Most common retail banking interview questions will be discussed 

• practical interview skills and tips will be covered

Course Highlights

Being practical is the main highlight of this course! Most interview related questions will be discussed during this course and professional advice on resume and assessment of each individual student’s background will be provided. In just 8 hours of time, you will not only learn all the knowledge required to land on your desire job in Canadian retail banking, but also get professional illustration on the daily work life of retail banking with real life cases, which will serve as a valuable project experience both for preparation of interview as well as a highlight on your resume.

Qualifications

This course is suitable for all levels of students and new graduates who are interested in Canadian retail banking, or are actively pursuing retail banking positions. No previous experience is required, and students with all backgrounds are welcomed.

Mentor Profile

Mentor for retail banking courses has been working in the Retail Banking Industry for over 8 years and have helped new graduate students with their first offer in the retail branches. Graduated from Western University, the course mentor has experiences in CSR, FSR, FA, Investment Specialist in the Top 3 big banks. Starting with an entry level job in retail banking, our mentor has achieved top performance in each role, with her great expertise in investment conversation skills and industry knowledge. She would love to share her knowledge and insights of the industry, and some useful tips and advice to help candidates stand out in the interviews and achieve their career goal on the role!