Private Banking Client Service Associate

3 weeks ago

Montreal, Canada TD Securities Full time

Private Banking Client Service Associate TD Securities – TD Wealth / Private Wealth Management. Pay Details: $52,700 - $74,400 CAD annually. Work Location: Montréal, Quebec, Canada. Hours: 37.5 hours per week. Line Of Business: TD Wealth. Job Description: In this role you will support senior private bankers by ensuring high‑quality client service, onboarding, and compliance with all regulatory and bank standards. You will manage client inquiries, coordinate with partners, and participate in process improvements. Accountabilities Provide exceptional client service at every customer interaction. Assist in client onboarding and recommending retail solutions. Be alert for opportunities to expand existing client and prospect relationships. Produce reports and compose correspondence as required. Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other partners as necessary. Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; address issues where appropriate. Identify, suggest and actively participate in process improvement opportunities. Ensure necessary due diligence to support the accuracy of all customer transactions/activities. Assume responsibility to minimize operational and regulatory risk by complying with bank and industry code of conduct. Skills & Education Bilingual (English & French). Undergraduate degree preferred. 3 years relevant experience. Demonstrated experience in Private Banking or experience in dealing with affluent clients is required. Thorough knowledge of Retail Banking products, systems, and services. Knowledge & understanding of commercial and retail credit principles. A self‑starter that works with minimal supervision. Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions. Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within one year. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industries Investment Banking Benefits Our total rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs. Accommodation Your accessibility is important to us. Please let us know if you need accommodations (accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers to the interview process. EEO Statement TD is committed to providing fair and equitable compensation opportunities to all colleagues. How to Apply Apply through the TD Careers portal. We encourage you to contact your recruiter for more specific details on compensation and role expectations. #J-18808-Ljbffr

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