Private Banking Associate

1 week ago

Toronto, Canada TD Bank Full time

**TD Description**

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

**Department Overview**
- Understand the Private Wealth Management (PWM) businesses and how Private Banking acts as a key partner within it. Specifically:
- Types of HNW clients, the nature of their relationships with PWM and their specific needs;
- Banking products, processes, systems and operations
- Credit solutions of various complexities
- Proactive client engagement
- Wealth Management solutions
- Key Partnerships within PWM and other TD businesses like Retail and Commercial Banking

Demonstrate high touch relationship management skills and offer banking services in a virtual engagement model by:
- Completing financial transactions of low to medium complexity (deposit, credit and Banking transactions).
- Performing client onboarding, administrative and support activities, committing to operational excellence and ensuring that service levels are being met.
- Analysing credit requests and engaging the Credit Solutions team (when required) for underwriting complex credit in accordance with established guidelines.
- Conducting proactive client follow-ups in a periodic fashion to ensure client expectations are being met and resolving any outstanding items.
- Proactively identifying opportunities to deepen client relationships and engaging Senior Private Bankers/Private Bankers to seamlessly graduate the client to higher service models when criteria is met.
- Engaging in Discovery & Wealth Planning activities with clients to understand their goals and objectives and identifying franchising opportunities within PWM and other TD Channels
- Maintaining up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protecting the interests and reputation of TDBG and its clients by continuous compliance to them.
- Representing Private Wealth Management and TDBG to the general public in a professional manner.
- Contributing to a positive, collaborative and constructive work environment.

**Job Requirements**
- Understand the Private Wealth Management (PWM) businesses and how Private Banking acts as a key partner within it. Specifically:
- Types of HNW clients, the nature of their relationships with PWM and their specific needs;
- Banking products, processes, systems and operations
- Credit solutions of various complexities
- Proactive client engagement
- Wealth Management solutions
- Key Partnerships within PWM and other TD businesses like Retail and Commercial Banking

Demonstrate high touch relationship management skills and offer banking services in a virtual engagement model by:
- Completing financial transactions of low to medium complexity (deposit, credit and Banking transactions).
- Performing client onboarding, administrative and support activities, committing to operational excellence and ensuring that service levels are being met.
- Analysing credit requests and engaging the Credit Solutions team (when required) for underwriting complex credit in accordance with established guidelines.
- Conducting proactive client follow-ups in a periodic fashion to ensure client expectations are being met and resolving any outstanding items.
- Proactively identifying opportunities to deepen client relationships and engaging Senior Private Bankers/Private Bankers to seamlessly graduate the client to higher service models when criteria is met.
- Engaging in Discovery & Wealth Planning activities with clients to understand their goals and objectives and identifying franchising opportunities within PWM and other TD Channels
- Maintaining up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protecting the interests and reputation of TDBG and its clients by continuous compliance to them.
- Representing Private Wealth Management and TDBG to the general public in a professional manner.
- Contributing to a positive, collaborative and constructive work environment

**Additional Information**
- Virtual model - applicants must be able to travel to designated location in region if needed

**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)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- TD Centre - South

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