Senior Private Banker I

TD

Toronto, Ontario, Canada
Base: $96,900 - $136,800 cad; bonus/equity: not sp...
High-net-worth client management
Personal credit management
Holistic discovery and planning
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

Job Summary

  • 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.
  • 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.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.

Matching Summary

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.

Salary

Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High-net-worth client management
  • Personal credit management
  • Holistic discovery and planning
  • Tailored banking solutions
  • Client onboarding and relationship management

Nice-to-have

  • Remarkably human interactions
  • Simpler, faster banking experience
  • Deep, lasting relationships
  • Diverse perspectives valued

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

Work Rights

Not specified

Tailored Resume

Cover Letter