Private Banker Ii

4 weeks ago

Winnipeg, Canada TD Bank Full time

**Work Location**:
Winnipeg, Manitoba, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**EMPLOYEE TEAM**:
**- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest**
- **Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit**:

- **Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques**:

- **Participate in personal performance management and development activities, including cross training within own team**:

- **Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities**:

- **Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.**:

- **Contribute to a fair, positive and equitable environment that supports a diverse workforce**:

- **Act as a brand champion for your business area/function and the bank, both internally and/or externally**

**BREADTH & DEPTH**
**- Acts as a product/services knowledge resource for colleagues in their own area of specialty**
- **Requires advanced understanding of a range of product and services, processes, procedures and systems to provide customers with options and advice on complex transactions and product features**:

- **Required advanced understanding of concepts within their own area of specialty and integration points with related areas**:

- **Advanced knowledge of business drivers, and customers to coordinate with other related areas to improve efficiency and deliver results**:

- **Conduct analysis of credit and ability to underwrite credit**:

- **General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.**:

- **Knowledge of or the ability to quickly learn banking and risk, operations and related procedures.**:

- **Build and maintain ongoing positive relationships with clients.**:

- **Analyse client information and making the appropriate recommendation based on needs.**:

- **Develop financial planning knowledge and recommendations with banking solutions implementation in mind**:

- **Works collaboratively with Partners in Private Wealth, Wealth and TD**:

- **Conscientious with a proven passion for creating excellent client experience at every opportunity**

**EXPERIENCE & EDUCATION**:
**- Undergraduate Degree**
- **Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)**:

- **Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation**

**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. **Learn more**

**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.**

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