Join the wealth management team as a Private Banking Associate. This role combines training and mentorship to offer customized banking and credit solutions for high-net worth clients.
As part of a 12 to 24-month program, you'll work directly with clients, supporting onboarding processes and executing banking transactions. Your insights will help identify opportunities that deepen client relationships, collaborating with various teams to support complex financial needs.
Key Responsibilities:
• Assist in retail prospect referrals and routing
• Support client onboarding and high-touch services
• Execute straightforward credit solutions
• Conduct follow-ups to meet client expectations
• Collaborate with teams to offer complex solutions
Requirements:
• Undergraduate degree in a related field preferred
• At least 2 years of relevant experience
• Completion of Canadian Investment Regulatory Exam required
• Commitment to obtaining personal financial planner designation
• Solid understanding of banking and credit services
Enhance your expertise in private banking while contributing to clients' sophisticated financial journeys.
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Apply on Kit Job: kitjob.ca/job/2fshq2
📌 Private Banking Associate Role (Vancouver)
🏢 TD
📍 Vancouver
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