Senior Private Banker – Business Owner

Description The Senior Private Banker – Business Owner isaccountable foracquiringnew 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

Acquirenew 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 One TD 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 Securities Course (CSC) 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 proventrack 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 border 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 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.

Language Requirement (Quebec only) Sans Objet

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