Private Banking Client Service Associate

2 weeks ago

Halifax, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- TD Wealth is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on establishing close-knit, long term, confidential relationships with a select client base, TD Wealth provides individually structured, high-end wealth management solutions to its clients that bring together the expertise and resources of a team of multi-disciplinary experts to provide greater financial flexibility.
- Private Banking supports an integrated wealth management offering by providing day-to-day account management, wealth management solutions through partner referrals and complex credit requirements for clients and their businesses.
- Provide support to overall client relationships for the Wealth Advisors and Private Bankers, working as a team to generate results based on the book of business, profitability, sales revenue and partner referral targets.
- Customer Service:
- Provide exceptional customer service at every customer interaction.

Internal Practices and Process:
- Adherence to both professional practices and standards and TD Bank Group processes and controls.

People Development:
- Contribute to the success of the business through personal efforts and achieve knowledge, competency and accreditation requirements for the position by participating in internal Bank courses and any required external courses.

**Job Requirements**
- Education/Accreditations:
- Mutual Fund Licensed.

Other Qualifications/Skills/Experience:
- Demonstrated experience in professional services and experience in dealing with affluent clients is required.
- Knowledge of MSWord, Excel, PowerPoint

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Private Banking

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Nova Scotia

**City (Primary)**
- Halifax

**Work Location**
- 1791 Barrington Street

**Job Expires**
- 09-Mar-2023

  • Investment Associate Private Banking

    Found in: Jooble CA O C2 - 1 week ago

    Halifax, NS, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and...

  • Regional Director, Private Banking, Atlantic

    7 days ago

    Halifax, Canada Scotiabank Full time

    Titre:  Regional Director, Private Banking, Atlantic PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.Is this role right for you? In this role you willSupport the design and...

  • Regional Director, Private Banking, Atlantic

    7 days ago

    Halifax, Canada Scotiabank Full time

    Titre:  Regional Director, Private Banking, Atlantic PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.Is this role right for you? In this role you willSupport the design and...

  • Regional Director, Private Banking, Atlantic

    7 days ago

    Halifax, Canada Scotiabank Full time

    Titre:  Regional Director, Private Banking, Atlantic PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.Is this role right for you? In this role you willSupport the design and...

  • Regional Director, Private Banking, Atlantic

    Found in: Whatjobs CA C2 - 7 days ago

    Halifax, Canada Scotiabank Full time

    Titre:  Regional Director, Private Banking, Atlantic Purpose Leads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures. Is this role right for you? In this role you will Support the design and...

  • Regional Director, Private Banking, Atlantic

    3 days ago

    Halifax, Canada Scotiabank Full time

    Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal...

  • Regional Director, Private Banking, Atlantic

    3 days ago

    Halifax, Canada Scotiabank Full time

    Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal...

  • Regional Director, Private Banking, Atlantic

    4 days ago

    Halifax, Canada Scotiabank Full time

    Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal...

  • Regional Director, Private Banking, Atlantic

    Found in: beBee S CA - 6 days ago

    Halifax, Canada Scotiabank Full time

    Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Purpose Leads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations,...

  • Regional Director, Private Banking, Atlantic

    Found in: Jooble CA O C2 - 7 days ago

    Halifax, NS, Canada Scotiabank Full time

    Titre: Regional Director, Private Banking, Atlantic Purpose Leads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures. Is this role right for you? In this role you will Support the design and...

  • Regional Director, Private Banking, Atlantic

    Found in: Jooble CA O C2 - 3 days ago

    Halifax, NS, Canada Scotiabank Full time

    Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Purpose Leads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations,...

  • Senior Associate

    Found in: Jooble CA O C2 - 1 week ago

    Halifax, NS, Canada Mufg Investorservices Full time

    Senior Associate, Investor Operations- Private Equity Full-time Employment Type: Permanent Full Time Experience something Brilliantly Different with MUFG Investor Services. In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with...

  • Associate, Commercial Banking, Diversified

    6 days ago

    Halifax, Canada BMO Financial Group Full time

    1695 Grafton Street Halifax Nova Scotia,B3J 0E7 **The Associate will work as part of a three person deal team. Together they will manage a portfolio of diverse Commercial clients with significant borrowing needs. As well as helping to provide great service to our clients, the Associate facilitates monitoring and analysis of financial information to manage...

  • Client Service Advisor

    14 hours ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 0E9 - Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source. - Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. - Gathers and formats data...

  • Regional Director, Private Banking, Atlantic

    Found in: Talent CA C2 - 1 week ago

    Halifax Regional Municipality, Canada Scotiabank Full time

       Numéro de la demande: 197947 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations,...

  • Mainframe Storage Engineer

    1 week ago

    Halifax, Canada Lloyds Banking Group Full time

    Hybrid working: 2 days per week in the office and the rest from homeWorking Hours - Please note that this role will require you to be on call outside of normal working hours and there will be an additional on call salary.Salary & Benefits: £62,874 to £81,859 per annum (experience dependent), plus annual personal bonus, 15% employer pension contribution,...

  • Mainframe Storage Engineer

    7 days ago

    Halifax, Canada Lloyds Banking Group Full time

    Hybrid working: 2 days per week in the office and the rest from homeWorking Hours - Please note that this role will require you to be on call outside of normal working hours and there will be an additional on call salary.Salary & Benefits: £62,874 to £81,859 per annum (experience dependent), plus annual personal bonus, 15% employer pension contribution,...

  • Mainframe Storage Engineer

    2 weeks ago

    Halifax, Canada Lloyds Banking Group Full time

    Hybrid working: 2 days per week in the office and the rest from homeWorking Hours - Please note that this role will require you to be on call outside of normal working hours and there will be an additional on call salary.Salary & Benefits: £62,874 to £81,859 per annum (experience dependent), plus annual personal bonus, 15% employer pension contribution,...

  • Personal Banking Associate

    2 days ago

    Halifax, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Engineer, Remote Support

    Found in: Jooble CA O C2 - 1 week ago

    Halifax, NS, Canada Lloyds Banking Group Full time

    2 days per week in the office and the rest from home Salary & Benefits: £62,874 to £81,859 per annum (experience dependent), plus annual personal bonus, 15% employer pension contribution, flexible benefits package, private medical insurance, 30 days holiday plus bank holidays. Lloyds Banking Group is the UK's biggest Digital, Retail and Commercial bank...