Private Banker

4 weeks ago

Markham, Ontario, Canada TD Full time
Job Title: Private Banker

We are seeking a highly skilled Private Banker to join our team at TD. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals.

Key Responsibilities:
  • Provide personalized financial planning and investment advice to clients
  • Develop and implement customized investment strategies to meet clients' financial goals
  • Manage client relationships and communicate effectively to ensure client satisfaction
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other teams to provide comprehensive financial solutions to clients
Requirements:
  • Post-secondary degree in a related field (e.g. finance, business, economics)
  • 3+ years of experience in private banking or a related field
  • Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) designation
  • Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months
  • Mandarin language skills an asset
About TD:

TD is one of Canada's largest and most respected financial institutions. We are committed to helping our clients achieve their financial goals and providing exceptional service and support.

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