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Senior Private Banker – Business Owner

2 months ago

St Catharines Ontario LS, Niagara, Canada The Toronto-Dominion Bank Full time
Senior Private Banker – Business Owner

Work Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Located on the Commercial Banker Centers, the Senior Private Banker – Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking.

This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client's overall financial plans and needs.

Accountabilities:

  • Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients.
  • Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking.
  • Work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements.
  • Recommend, implement and service all banking related products and solutions (medium to high complexity credit solutions and cash management). Understand Commercial Banking products and services to support the overall client relationship.
  • Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions.
  • Perform in-depth Discovery sessions with clients to understand their goals and objectives and identify franchising opportunities within PWM and other TDBG Channels to increase TD's Share of Wallet.
  • Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is the primary Financial Institution for HNW Business Owner clients.
  • Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships.
  • Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement.
  • Understand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).
  • Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.
  • Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.

Educational Requirements:

  • Undergraduate Degree.
  • Experience working in Business Banking (Commercial Banking preferred) is an asset.
  • Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services.
  • Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date.
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date.
  • Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable.

Skills You Will Require:

  • Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients.
  • Strong product knowledge across all asset classes that enable wholesome discussions on various wealth topics (tax planning techniques & structure i.e. holdco, opco, family trust, cross border issues, etc.).
  • Ability to influence relationships and broad network of external advisors.
  • Proven experience communicating difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders.
  • Possess deep knowledge of all Banking Products and credit, cash management, investments and specifically complex credit.
  • Proven ability to identify Banking, Wealth and Commercial opportunities for referral and fulfillment with other lines of business.
  • Strong knowledge of banking and risk, operations and procedures.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development:
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding:
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process:
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement: N/A.

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