Private Banker II

4 weeks ago


Barrie, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled Private Banker II to join our team at The Toronto-Dominion Bank (Canada). As a Private Banker II, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment, credit, and cash management strategies.
  • Provide expert advice on wealth management solutions, including investment products, credit facilities, and cash management services.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with internal partners to deliver integrated wealth management solutions to clients.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Meet or exceed sales targets and revenue goals.
Requirements
  • Undergraduate degree in a related field.
  • Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
  • Minimum 2 years of experience in private banking or a related field.
  • Strong knowledge of wealth management products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

We offer a competitive salary, bonus structure, and comprehensive benefits 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.

How to Apply

If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].


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