Private Banking Client Service Associate

TD Ameritrade

London, Ontario, Canada
Base: $52,700 - $74,400 cad; bonus/equity: variabl...
Private banking experience required
Affluent client relationship management
Retail banking products knowledge
This role supports Senior Private Bankers in delivering tailored banking solutions and credit management to high-net-worth clients

Job Summary

  • This role supports Senior Private Bankers in delivering tailored banking solutions and credit management to high-net-worth clients.
  • The position requires ensuring a legendary client experience while managing sensitive information and regulatory compliance.
  • TD offers a competitive total rewards package including variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role supports Senior Private Bankers in delivering tailored banking solutions and credit management to high-net-worth clients.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Variable compensation included; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Private Banking experience required
  • Affluent client relationship management
  • Retail banking products knowledge
  • Commercial and retail credit principles
  • Confidentiality and due diligence execution

Nice-to-have

  • Self-starter with minimal supervision
  • Process improvement initiative
  • Tactful communication skills
  • Client-focused legendary experience mindset

Key Requirements

  • Undergraduate degree required
  • 3 years relevant experience in private banking
  • Completion of CSC or IFIC certification within 1 year
  • Knowledge of retail banking systems and services

Work Rights

Not specified

Tailored Resume

Cover Letter