Private Banking Client Service Associate

TD

Montréal, Quebec, Canada
Base: 52,700 - 74,700 cad; bonus/equity: not speci...
Bilingual english and french
Private banking client service
Retail banking product knowledge
This role is responsible for servicing the needs of High Net Worth clients and ensuring that each one has a legendary client experience

Job Summary

  • This role is responsible for servicing the needs of High Net Worth clients and ensuring that each one has a legendary client experience.
  • The Private Banking Client Service Associate will provide administrative support to the Senior Private Banker in their achievement of business results, profitability, and partner referrals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development opportunities.

Matching Summary

This role is responsible for servicing the needs of High Net Worth clients and ensuring that each one has a legendary client experience.

Salary

Base: 52,700 - 74,700 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Bilingual English and French
  • Private Banking client service
  • Retail banking product knowledge
  • Client onboarding and support
  • Confidentiality and discretion
  • Process improvement participation

Nice-to-have

  • Self-starter with minimal supervision
  • Tactful communication skills
  • Career development focus
  • Team collaboration
  • Client relationship building

Key Requirements

  • Undergraduate degree preferred
  • 3 years relevant experience
  • Experience in Private Banking or affluent clients
  • Knowledge of commercial and retail credit principles
  • Completion or willingness to complete CSC or IFIC within 1 year
  • Bilingual English and French

Work Rights

Subject to provincial employment regulations

Tailored Resume

Cover Letter