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Private Banker II

1 month ago

Markham, Canada The Toronto-Dominion Bank (Canada) Full time

Description

:

CUSTOMER

Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery. Perform in-depth / high level discovery sessions with U/HNW clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels. Onboard U/HNW clients and act as a trusted relationship manager while providing a high touch service experience. Provide deep specialized advice with every client interaction; in alignment with a client's financial needs, contributing to an exceptional client experience. Perform / complete all onboarding, banking activities / transactions and high complexity credit solutions to the highest value and sophisticated personal clients. Advanced knowledge of Commercial Banking products and services to support the overall client relationship. Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans. Proactively identify opportunities to deepen client relationships and work collaboratively with various Wealth and Bank partners to offer highly complex credit solutions to U/HNW clients.

SHAREHOLDER

Complete financial transactions of increasing moderate complexity (deposit, credit, and Banking transactions); contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining clients / advice opportunities and referrals, to increase profitability and enable business growth; this role is particularly responsible for achieving market share growth through acquiring business. Promote and offer full suite of products, advice, services, banking and credit capabilities. Analyse credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines. Maximize business opportunities and profitability by consistently applying Private Banking fees and pricing. Ensure adherence to operating standards and processes – perform quality checks and validation of work. Prioritize and manage own workload to meet SLA requirements for service and productivity. Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate. Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth. Promote and offer full suite of products, sales, services and banking capabilities. Contribute to business objectives for Operational Excellence Support the timely and accurate completion of business processes and procedures. Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary. Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations. Ensure necessary due diligence to support the accuracy of all customer transactions / activities. Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts. Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite. Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest. Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit. Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques. Participate in personal performance management and development activities, including cross training within own team. Keep others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities. Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate. Contribute to a fair, positive and equitable environment that supports a diverse workforce. Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

Experienced professional with advanced specialized expertise in a range of banking and credit products / services concepts and processes that could be characterized by moderate complexity / risk. Requires advanced understanding of a range of product and services, processes, procedures and systems to provide clients with options and advice on moderately complex banking and credit activities. Required advanced understanding of concepts within their own area of specialty and integration points with related areas proactively engage & service clients in a high touch engagement model. Advanced credit acumen to provide clients with the appropriate level of advice to support their unique / specialized financial needs. Conduct analysis of credit and ability to underwrite credit. Advanced knowledge of business drivers, and customers to coordinate with other related areas to improve efficiency and deliver results. General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit. Knowledge of or the ability to quickly learn banking and risk, operations, and related procedures. Build and maintain ongoing positive relationships with clients.  Analyse client information and making the appropriate recommendation based on needs. Develop financial planning knowledge and recommendations with banking solutions implementation in mind. Works collaboratively with various partners in Wealth and across TD Conscientious with a proven passion for creating excellent client experience at every opportunity.

EXPERIENCE AND / OR EDUCATION

Post-Secondary or Undergraduate degree (in related field) preferred and / or 3+ years relevant experience Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) Willingness to complete the Personal Financial Planner (PFP) or Certified F Financial Planner (CFP) designation within 36months from start date. Mandarin Language Skills Preferred

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our 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. Total Rewards at TD 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.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement (Quebec only):

Sans Objet