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Private Wealth Manager

2 months ago

Barrie, Ontario, Canada TD Bank Full time

Job Summary:

We are seeking a highly skilled and experienced Private Wealth Manager to join our team at TD Bank. As a Private Wealth Manager - Business Development, 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 and identify franchising opportunities within PWM and other TD channels to increase TD's share of wallet
  • Identify referral opportunities and coordinate a team of one-bank partners/advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is the primary financial institution for high net worth business owner clients
  • Lead, motivate, and develop relationships with internal and external business partners/stakeholders to develop productive working relationships
  • Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement
  • Understand and interpret the elements of financial planning plans, including advice recommendations
  • Participate in the local community by acting as a brand ambassador in support of TD's charitable initiatives
  • Work closely with key partners in private wealth management, high net worth direct investing, and the broader TD organization 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 that enable wholesome discussions on various wealth topics, including tax planning techniques and structures
  • Ability to influence relationships and broad networks of external advisors
  • Proven experience communicating difficult sales concepts and converting information into compelling sales opportunities
  • Possess deep knowledge of all banking products and credit, cash management, investments, and specifically complex credit
  • Proven ability to identify banking, wealth, and commercial opportunities for referral and fulfillment with other lines of business
  • Strong knowledge of banking and risk, operations, and procedures

About TD Bank:

TD Bank is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. We are committed to delivering legendary customer experiences and are guided by our vision to be the better bank. Our team of over 95,000 colleagues is dedicated to enriching the lives of our customers, communities, and colleagues.

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. This 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.

Colleague Development:

We are committed to helping our colleagues succeed and grow in their careers. Regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs, will help you unlock future opportunities.

Training & Onboarding:

We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Accommodation:

We are committed to providing a barrier-free work environment and will work with you to remove any barriers that may prevent you from participating in the interview process.