Base: $96,900 - $136,800 cad; bonus/equity: not sp...
High-net worth client management
Credit solutions expertise
Holistic discovery and planning
TD Wealth Private Wealth Management offers tailored banking solutions and credit management to affluent HNW & UHNW clients
Job Summary
TD Wealth Private Wealth Management offers tailored banking solutions and credit management to affluent HNW & UHNW clients.
This role is accountable for onboarding and managing relationships, providing personalized financial services with a significant focus on credit solutions to HNW and UHNW clients.
TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for all colleagues.
Matching Summary
TD Wealth Private Wealth Management offers tailored banking solutions and credit management to affluent HNW & UHNW clients.
Salary
Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
High-net worth client management
Credit solutions expertise
Holistic discovery and planning
Client onboarding and relationship management
Risk management and control
Nice-to-have
Brand champion for business area
Proactive client follow-ups
Emerging trends and developments knowledge
Key Requirements
Post-Secondary or Undergraduate degree
5+ years relevant experience
Canadian Securities Course (CSC) or IFIC
Personal Financial Planner (PFP) or CFP designation within 36 months