TD Bank

Private Banker

TD Bank • $81K — $115K *
Surrey, BC V3R 0B3In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Post-secondary or undergraduate degree preferred.
  • Minimum 3+ years of banking and credit services experience.
  • Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
  • Willingness to pursue Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months.
  • Advanced credit analysis experience and acumen.
  • General knowledge of Wealth products, credit, cash management, and investments.

Responsibilities

  • Receive and triage Retail prospect referrals to the appropriate PWM area.
  • Conduct in-depth discovery sessions to understand client financial goals and identify opportunities.
  • Perform onboarding, banking transactions, and high complexity credit solutions.
  • Conduct proactive follow-ups to meet client expectations and complex financial needs.
  • Promote the full suite of banking and credit services to clients.
  • Analyze credit requests in line with discretionary limits and guidelines.
  • Contribute to business objectives by attracting and retaining customers and identifying sales opportunities.

Benefits

  • Growth opportunities and skill development.
  • Supportive culture emphasizing risk management and control.
  • Access to a network of specialists for comprehensive client support.
Full Job Description
Work Location:
Surrey, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$81,600 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW & UHNW clients. Our Private Bankers support everyday banking transactions, personal credit management. Our Private Bankers support our client's banking needs while connecting them with the right TD specialists to manage their wealth management needs.

This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch engagement model; bringing in experts from other parts of Wealth and the Bank to support a client's overall financial plans and needs.

Accountabilities:

  • Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.


  • Perform in-depth discovery sessions with clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels.


  • Perform / complete all onboarding, banking activities, transactions and high complexity credit solutions.


  • Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans.


  • Promote and offer full suite of products, advice, services, banking and credit capabilities.


  • Analyze credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.


  • Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers and identifying sales opportunities and referrals.


  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.


  • Keep current on emerging trends or developments and grow knowledge of the business, related tools and techniques.


  • Act as a brand champion for your business area/function and the bank, both internally and/or externally.


Educational Requirements

  • Post-Secondary or Undergraduate degree, preferred.


  • Highly skilled professional with minimum 3+ years of experience in providing banking and credit services.


  • Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)


  • Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36months from start date.


  • Requires advanced understanding of a range of product and services, processes, procedures and systems to provide clients with options and advice on moderately complex banking and credit activities.


  • Advanced credit analysis experience and acumen to provide clients with the appropriate level of advice to support their unique / specialized financial needs.


  • General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.


About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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