Private Banker II

Description

• Preferred Candidate Identified

Department Overview

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 bankingtransactions,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 oninitialdiscovery.

Perform in-depth discovery sessions with clients to understand their financial goalsobjectivesandidentifyfranchising opportunities across Wealth and / or other Bank channels.

Perform / complete all onboarding, banking activities,transactionsand high complexity credit solutions.

Conduct frequent proactive client follow-ups to ensure client expectations arebeing metin alignment with their unique complex financial needs and plans.

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

Analyze credit and underwriting requests by ensuring adjudicationin accordance withassigned discretionary limits andestablishedguidelines.

Contribute to the achievement of businessobjectivesby proactivelyattracting,acquiringandretainingcustomers andidentifyingsales 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, relatedtoolsand 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 withminimum3+ 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 within36monthsfromstart date.

Requires advanced understanding of a range ofproductand services, processes,proceduresand 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 theappropriate levelof 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.

Who We Are :

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our 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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We 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