Private Banker

TD Bank

Barrie, Ontario, Canada
Base: $81,600 - $115,200 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 as 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: $81,600 - $115,200 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
  • Proactive client follow-ups

Nice-to-have

  • Remarkably human interactions
  • Refreshesingly simple experiences
  • Building deeper relationships
  • Fostering diverse perspectives

Key Requirements

  • Minimum 3+ years of experience
  • MFDA License within 18 months
  • PFP or CFP designation within 36 months
  • Advanced credit analysis experience

Work Rights

Not specified

Tailored Resume

Cover Letter