Apply on Kit Job: kitjob.ca/job/2fhkmb

Work Location: Vancouver, British Columbia, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $69,700 - $98,400 CAD

Base pay may vary based on the candidate’s skills, experience, job‑related knowledge, geographic location, and specific business and organizational needs.

Job Description

TD Wealth, Private Wealth Management provides high‑net‑worth & ultra‑high‑net‑worth clients with holistic discovery and planning towards customized wealth advice and solutions.

As part of Private Wealth Management, Private Banking specializes in offering tailored banking and credit management solutions to affluent HNW clients.

TD’s Private Bankers support clients in Premium Banking Solutions, Tailored Credit Strategies, and introduction to TD specialists for best‑fit solutions aligned with their unique complex financial needs and plans.

The Private Banking team also leverages a distinct discovery process and an integrated, team‑based approach to build a wealth strategy that reflects each client’s unique needs.

We are currently hiring for an Associate Private Banker.

This role is part of the Developing Private Banker program—a 12‑to‑24‑month accelerated training chance for professionals who aspire to become Private Bankers.

The program combines a structured fundamental training program, licensing, and direct mentorship from existing market leaders to create a path to a Private Banking portfolio.

This role will allow you to work alongside experienced colleagues in a client‑facing environment serving valued High Net Worth clients and all of their banking and wealth needs.





Accountabilities

- Assist in directing retail prospect referrals and determining the appropriate PWM destination based on initial discovery insights.

- Support the Relationship Manager in onboarding HNW & UHNW clients and provide a high‑touch service experience.

- Execute all onboarding procedures, banking activities/transactions, and straightforward credit solutions for high‑value and sophisticated personal clients.

- Apply knowledge of Business Banking products and services to enhance and support the overall client relationship.

- Conduct proactive client follow‑ups to confirm expectations are met and ensure any outstanding items are resolved promptly.

- Support the Relationship Manager to proactively identify opportunities to deepen client relationships and collaborate with various Private Banking, Wealth and Bank partners to offer highly complex credit solutions to HNW & UHNW clients.

- Support the analysis of credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.

- Ensure adherence to operating standards and processes – perform quality checks and validation of work.





- Protect the interests of the organization – identify and manage risks, and escalate non‑standard, high‑risk transactions & activities as necessary.

- 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.

Required Skills & Education

- Post‑Secondary or Undergraduate degree (in related field) preferred.

- 2+ years relevant experience.

- Completion of the Canadian Investment Regulatory Exam (CIRE) or Investment Funds in Canada (IFIC).

- Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from start date.

- Strong knowledge of banking and credit products & services.

- Understanding of 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.

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.

It includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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Required Skill Profession

Other General

Apply on Kit Job: kitjob.ca/job/2fhkmb

📌 Associate Private Banker (Vancouver)
🏢 TD
📍 Vancouver