Luxury Banking Professional
2 weeks ago
Company Overview
">TD Bank, a leading financial institution, is seeking an experienced Luxury Banking Professional to join our team. As a Senior Wealth Manager, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.
">About the Role
">This is a challenging and rewarding opportunity that requires strong relationship-building skills, product knowledge, and the ability to identify complex credit solutions for our clients. You will work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements.
">Educational Requirements
">- ">
- An undergraduate degree is required for this role.">
- Experience working in Business Banking (Commercial Banking preferred) is an asset.">
- Highly skilled professionals with minimum 5-7 years of experience in providing banking and credit services are preferred.">
- A completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date is recommended.">
- 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.">
- Strong product knowledge across all asset classes is essential.">
- The ability to influence relationships and broad network of external advisors is crucial.">
- Possess deep knowledge of all Banking Products and credit.">
- A proven ability to identify Banking, Wealth and Commercial opportunities for referral is vital.">
- Strong knowledge of banking and risk, operations and procedures is necessary.">
Salary and Benefits
">We offer a competitive salary, ranging from $120,000 to over $200,000 per year, depending on experience. In addition, we provide a comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
">About TD Bank
">TD Bank is one of North America's premier financial institutions, committed to helping our customers achieve their financial goals. Our team of experts provides innovative banking solutions, investment products, and wealth management services to individuals, businesses, and institutional clients.
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