At a Glance
- Tasks: Manage relationships and provide personalized financial services to high-net-worth clients.
- Company: Join TD, a leading global financial institution with a focus on customer experience.
- Benefits: Competitive salary, health benefits, career development, and flexible work options.
- Other info: Dynamic work environment with opportunities for growth and mentorship.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 5+ years of relevant experience and a post-secondary degree preferred.
The predicted salary is between 96900 - 136800 $ per year.
Lieu de travail : Toronto, Ontario, Canada
Horaire : 37.5
Secteur d’activité : Gestion de patrimoine TD
Détails de la rémunération : $96,900 - $136,800 CAD
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.
Description du poste :
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 Senior Private Bankers support everyday banking transactions, personal credit management. 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.
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 (in related field) preferred and / or 5+ years relevant experience.
- Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
- Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from 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 desirable.
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle.
Perfectionnement des collègues : Un cheminement professionnel précis vous intéresse ou bien vous cherchez à perfectionner certaines compétences? Nous tenons à vous mettre sur la voie de la réussite.
Formation et intégration : Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste.
Processus d’entrevue : Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue.
Mesures d’adaptation : L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.
Senior Private Banker in Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
