Senior Private Banker – Business Owner

3 weeks ago

Barrie Ontario AN, Simcoe region, Canada TD Bank Full time
Banqu. priv. princ., responsable des relations d’affaires

Lieu de travail: Canada

Horaire: 37.5

Secteur d’activité: Gestion de patrimoine TD

Détails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

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 of all banking related products and solutions (medium to high complexity credit solutions and cash management).
  • 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.
  • Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively.
  • Lead, motivate and develop relationships with internal and external business partners/stakeholders.
  • Maintain an active pipeline of clients referred and establish contact planning practices.
  • Understand and interpret the elements of Financial Planning Plans.
  • 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 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.
  • Ability to influence relationships and broad network of external advisors.
  • Proven experience communicating difficult sales concepts.
  • Possess deep knowledge of all Banking Products and credit.
  • Proven ability to identify Banking, Wealth and Commercial opportunities for referral.
  • Strong knowledge of banking and risk, operations and procedures.

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde.

Notre programme de rémunération globale

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier.

Renseignements supplémentaires :

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle.

Exigences linguistiques: N/A.

#J-18808-Ljbffr

  • Private Banker II

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada TD Full time

    Work Location:CanadaHours:37.5Line Of Business:TD WealthPay 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 DescriptionCUSTOMERUnderstand the...

  • Senior Auditor

    3 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Permasearch Full time

    Join to apply for the Senior Auditor role at Permasearch, a TPI Company.Job DescriptionOur client is seeking a qualified Senior Auditor to join their organization. This is a Direct Hire role.Responsibilities:Performing audit, review and notice to reader engagements.Personal and corporate tax work.Bookkeeping, and other duties as...

  • Wealth Management Consultant

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 204542Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers...

  • Wealth Management Consultant

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Requisition ID: 204542Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM) and actively pursues wealth management opportunities among existing customers (excludes...

  • Wealth Management Consultant

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth management opportunities among existing customers (excludes existing clients in...

  • Resident Engagement Manager

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Sienna Senior Living Full time

    If you’re passionate about leading a team that is committed to the Team Member Experience and driven by innovation and growth, then join us!The Resident Engagement Manager is a critical role within our communities as it impacts the lives of residents through the strong leadership and motivation of Sienna team members.As a Resident Engagement Manager your...

  • Banquier privé ou banquière privée II

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada TD Full time

    Lieu De TravailCanadaHoraire37.5Secteur D’activitéGestion de patrimoine TDDétails De La RémunérationNous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la...

  • Corporate Lawyer

    3 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Staremployment Full time

    Job DescriptionWe are looking for an experienced Corporate Lawyer for our client located in Barrie. The firm has a broad-based practice which includes bankruptcy/insolvency, business law, commercial lending, commercial litigation, commercial and residential real estate, condominium law, employment and labor law, family law, immigration law, planning and...

  • Franchise Specialist, Commercial Business Banking

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Scotiabank Full time

    Requisition ID: 205458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...

  • Business Sales Consultant

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Rogers Communications Full time

    Our company was built on the dream of a pioneering entrepreneur, and that spirit continues to empower our work with businesses across Canada today. The Rogers Business team helps organizations of all sizes adapt, scale, and win with network services and other innovative technology solutions that are reliable, secure, and scalable. These solutions are built...

  • Senior Project Technologist

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Pinchin Ltd. Full time

    Senior Project Technologist Environmental Due Diligence & Remediation Barrie, ON Today is the day to boost your career! Pinchin is seeking a Senior Project Technologist to join our Environmental Due Diligence and Remediation team in our Barrie Office. We’re looking for a bright and motivated individual, someone who is ready to contribute to our growth. As...

  • New Business' Development Specialist

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada GroupHEALTH Benefit Solutions Full time

    GroupHEALTH New Business' Development SpecialistLocation: Barrie, ONJob type: Full time, PermanentWorking arrangement: HybridCOMPENSATION:On-target earnings Year 1: $55,000+On-target earnings Year 2: $65,000+On-target earnings Year 3: $75,000+Opportunity to earn and grow with uncapped commissionsTHE OPPORTUNITYEmployee benefits are a $50 billion dollar a...

  • Assoc., services bancaires aux entreprises

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada TD Full time

    Lieu de travail:CanadaHoraire:0Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser...

  • New Business' Development Specialist

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada GroupHEALTH Full time

    Description:GroupHEALTH New Business' Development SpecialistLocation: Barrie, ONJob type: Full time, PermanentWorking arrangement: HybridCOMPENSATION:On-target earnings Year 1: $55,000+On-target earnings Year 2: $65,000+On-target earnings Year 3: $75,000+Opportunity to earn and grow with uncapped commissionsTHE OPPORTUNITY (IS HUGE)Employee benefits are...

  • Senior Environmental Project Manager

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Pinchin Full time

    Senior Project ManagerEnvironmental Due Diligence and RemediationBarrie, ON Are you ready to apply your technical and leadership skills to contribute to Pinchin’s success? We’re looking for a bright and motivated individual, someone who is ready to contribute to our growth. As the ideal candidate, you are excited by the opportunity to manage your own...

  • Assistant Front Store Manager

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Shoppers Drug Mart Pharmaprix Full time

    Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are...

  • Assistant Front Store Manager

    4 weeks ago

    Barrie, Ontario, A4N, Simcoe region, Canada Shoppers Drug Mart Full time

    Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.Why this role is important?SUMMARY:To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are...

  • Senior Accountant, Assurance

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada BDO Canada LLP Full time

    Senior Accountant, Assurance page is loaded Senior Accountant, Assurance Apply locations Barrie time type Full time posted on Posted 12 Days Ago job requisition id JR61 Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service,...

  • Senior Environmental Project Manager, EDR

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada Pinchin Full time

    Senior Environmental Project Manager Environmental Due Diligence and Remediation Locations: Waterloo ON, Hamilton ON, St. Catharines ON, Tilbury ON, Barrie ON, London ON Are you ready to apply your technical and leadership skills to contribute to Pinchin’s success? We’re looking for a bright and motivated individual, someone who is ready to contribute to...

  • Caregiver PSW

    1 month ago

    Barrie, Ontario, A4N, Simcoe region, Canada ComForCare Full time

    Benefits: Competitive salary Flexible schedule Training & development Live your best life possible by helping others live theirs. Our Caregivers are the heart and soul of what we do. At ComForCare, we like to celebrate successes and have fun while building meaningful relationships. Join our team and be a part of a certified Great Place To Work! Let our...