Associate Private Banker

TD Bank

Toronto, Ontario, Canada
Base: $69,700 - $98,400 cad; bonus/equity: variabl...
2+ years relevant experience
Strong knowledge of banking products
Understanding of credit and cash management
This role is part of the Developing Private Banker program, offering a 12 to 24-month accelerated training opportunity for professionals aspiring to become Private Bankers

Job Summary

  • This role is part of the Developing Private Banker program, offering a 12 to 24-month accelerated training opportunity for professionals aspiring to become Private Bankers.
  • The position involves supporting High Net Worth and Ultra-High Net Worth clients by executing onboarding procedures, providing tailored credit strategies, and deepening relationships through proactive discovery.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

This role is part of the Developing Private Banker program, offering a 12 to 24-month accelerated training opportunity for professionals aspiring to become Private Bankers.

Salary

Base: $69,700 - $98,400 CAD; Bonus/Equity: Variable compensation mentioned; Benefits: Health, savings, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • 2+ years relevant experience
  • Strong knowledge of banking products
  • Understanding of credit and cash management
  • Ability to learn risk and operations procedures

Nice-to-have

  • Willingness to complete CFP designation
  • Client-facing service experience
  • Team-based collaborative approach
  • Proactive client follow-up skills

Key Requirements

  • Post-Secondary or Undergraduate degree preferred
  • Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
  • Willingness to complete PFP or CFP designation within 36 months

Work Rights

Not specified

Tailored Resume

Cover Letter