Senior Private Banker

5 days ago


Barrie, Ontario, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Private Banker - Business Owner to join our team at TD Bank. As a key member of our Private Banking group, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.

Key Responsibilities
  • Acquire new clients through internal and external sources, with a focus on commercial banking clients.
  • Onboard clients and act as a trusted relationship manager for those introduced to private banking from TD Commercial Banking.
  • Work closely with commercial banking and business banking partners to support a one-bank model when dealing with client requirements.
  • Recommend, implement, and service all banking-related products and solutions, including medium to high complexity credit solutions and cash management.
  • Stay highly engaged with the credit solutions group to offer highly complex credit solutions.
  • Perform in-depth discovery sessions with clients to understand their goals and objectives.
  • Identify referral opportunities and coordinate a team of one-bank partners/advisors to work collaboratively.
  • Lead, motivate, and develop relationships with internal and external business partners/stakeholders.
  • Maintain an active pipeline of clients referred and establish contact planning practices.
  • Understand and interpret the elements of financial planning plans.
  • Participate in the local community by acting as a brand ambassador in support of TD Bank's charities and initiatives.
  • Work closely with key partners in private wealth management to provide clients with integrated high net worth solutions.
Requirements
  • Undergraduate degree.
  • Experience working in business banking (commercial banking preferred) is an asset.
  • Highly skilled professional with a minimum of 5-7 years of experience in providing banking and credit services.
  • Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date.
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date.
  • Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable.
Skills
  • Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients.
  • Strong product knowledge across all asset classes.
  • Ability to influence relationships and broad network of external advisors.
  • Proven experience communicating difficult sales concepts.
  • Possess deep knowledge of all banking products and credit.
  • Proven ability to identify banking, wealth, and commercial opportunities for referral.
  • Strong knowledge of banking and risk, operations, and procedures.

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