TD Bank

Senior Private Banker - Business Owner - Fixed Term Contract

TD Bank$96K — $136K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate Degree
  • 7-10 years experience in banking and credit services
  • Completion of Canadian Investment Regulatory Exam (CIRE) or Investment Funds in Canada (IFIC)
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date
  • Strong knowledge of complex credit and cash management solutions

Responsibilities

  • Acquire new high-net worth (HNW) and ultra-high net worth (UHNW) clients
  • Onboard clients and act as a trusted relationship manager for referred clients
  • Collaborate with Commercial and Business Banking partners for integrated client service
  • Recommend and service banking products and complex credit solutions
  • Engage with Credit Solutions Group to offer customized credit solutions
  • Conduct Discovery sessions to identify client goals and potential franchise opportunities
  • Coordinate with One TD partners to enhance client engagement and ensure TD as the primary financial institution

Benefits

  • Comprehensive health and well-being benefits
  • Retirement savings programs
  • Paid time off
  • Banking benefits and discounts
  • Career development opportunities
  • Reward and recognition programs
Full Job Description
Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$96,900 - 136,800 CAD

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 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.

TD's Private Bankers support clients in Premium Banking Solutions, Tailored Credit Strategies, Cross-border Banking, and Commercial Banking.

Job Description

The Senior Private Banker - Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking.

This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client's overall financial plans and needs.

Accountabilities
  • Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients
  • Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking
  • Work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements.
  • Recommend, implement and service of all banking related products and solutions (medium to high complexity credit solutions and cash management). Understand Commercial Banking products and services to support the overall client relationship.
  • Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions
  • Perform in-depth Discovery sessions with clients to understand their goals and objectives and identify franchising opportunities within PWM and other TDBG Channels to increase TD's Share of Wallet
  • Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is primary Financial Institution for HNW Business Owner clients
  • Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships
  • Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement
  • Understand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).
  • Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.
  • Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.


Educational Requirements
  • Undergraduate Degree
  • Highly skilled professional with minimum 7-10 years of experience in providing banking and credit services
  • Completion of Canadian Investment Regulatory Exam (CIRE) or Investment Funds in Canada (IFIC)
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date


Skills You will Require
  • Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients
  • Strong product knowledge across all asset classes that enable wholesome discussions on various wealth topics (tax planning techniques & structure i.e. holdco, opco, family trust, cross boarder issues etc.)
  • Ability to influence relationships and broad network of external advisors
  • Proven experience communicating difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders
  • Possess deep knowledge of all Banking Products and credit, cash management, investments and specifically complex credit.
  • Proven ability to identify Banking, Wealth and Commercial opportunities for referral and fulfillment with other lines of business.
  • Strong knowledge of banking and risk, operations and procedures.


Fixed Term Contract - 18 months

Language Requirement (Quebec only):
Sans Objet

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
Net Income
-$6.9 million
5 Year Trend
+6.6%

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