Work Location:Barrie, Ontario, Canada
Hours:37.5
Line of Business:TD Wealth
Pay Details:$96,900 - $136,800 CAD
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:Located on the Commercial Banker Centers 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.
Job ResponsibilitiesThis 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.
Other responsibilities include:
- 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.
Job Requirements- Undergraduate Degree
- Experience working in Business Banking (Commercial Banking preferred) is an asset
- Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services
- Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date
- Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date
- Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable.
- 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.
Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):Sans Objet
