Private Banking Associate

5 months ago

Halifax, Canada TD Bank Full time

**Work Location**:
Halifax, Nova Scotia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**Department Overview**:
**Job Description**:
**Job Description**:
**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.**
- **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**:

- **Undergraduate Degree**
- **Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)**
- **Willingness to complete the certified financial planning designation(Financial Planning Title delivered by the IQPF) as well as Wealth Management Essentials(WME)**

**Required Capabilities**
- **Prior experience in Retail banking and lending.**
- **Experience in Private Banking is considered an asset.**
- **Knowledge in the analysis of credit requests and ability to underwrite simple credit.**
- **General knowledge across Wealth products and solutions with an understanding of cash management, credit and investment solutions.**
- **Knowledge of banking risk, operations and related procedures.**
- **Ability to proactively engage clients and build and maintain ongoing positive relationships in a virtual environment.**
- **Proven confidence in analyzing client information and making the appropriate recommendation based on needs.**
- **Ability to adhere to operational excellence & efficiencies and delivering on committed service levels**
- **Propensity to develop financial planning knowledge and recommendations with banking solutions implementation in mind**
- **Disciplined and organized with the ability to work collaboratively with other Private Bankers and partners in Private Wealth, Wealth and TD**
- **Proven personal credibility and accountability**
- **Conscientious with a proven passion for creating a legendary client experience at every opportunity**
- **Demonstrated high attention to detail**
- **Strong communication skills - oral and written in both French and English**
- **Flexibility to work on shift schedules between 8am to 8pm (Local Time)**

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

**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 orga

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