Senior Private Banker

4 weeks ago


Peterborough, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary

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

Key Responsibilities

  • Proactively consult with in-branch leaders to develop a pipeline of high net worth referrals.
  • Onboard U/HNW clients/prospects to Private Banking and act as a trusted relationship manager for those introduced to Private Banking from any source.
  • Provide high touch service to clients that is in line with clients' financial needs and expectations.
  • Recommend, implement, and service client needs related to all banking-related products and solutions (credit and cash management).
  • Apply deep knowledge of the following to ensure that clients receive a legendary high net worth client experience:
    • Banking products and solutions
    • Banking processes, systems, and operations
  • Assess that Private Banking products/solutions continue to meet client needs, on a proactive basis, and make recommendations as needed.
  • Understand and interpret the elements of Financial Planning Plans (i.e., advice recommendations).
  • Participate in the local community by acting as a brand ambassador in support of TD Bank Group charities and initiatives.
  • Work closely with key partners in Private Wealth Management, HNW Direct Investing, and the broader TD organization to provide clients with integrated high net worth solutions.

Requirements

  • Post-secondary or undergraduate degree (in a related field) preferred and/or 5+ years of relevant experience.
  • Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from 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 desirable.

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our purpose is to enrich the lives of our customers, communities, and colleagues.


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