30 Jul
|
The Toronto-Dominion Bank (Canada)
|
Halifax Regional Municipality
30 Jul
The Toronto-Dominion Bank (Canada)
Halifax Regional Municipality
Elevate your career with TD as an Experienced Private Banker in Halifax, Nova Scotia, focusing on high-net worth clients and customized wealth solutions. Engage clients in tailored banking and credit management every day. TD Wealth Private Banking seeks a skilled Private Banker II to provide exceptional financial services to HNW and UHNW clients.
With a minimum of 3 years' banking experience, you will perform in-depth client discovery sessions and onboard essential banking services. Building proactive relationships through frequent follow-ups ensures alignment with clients' complex financial goals. Key Responsibilities:
Conduct thorough financial goal discovery sessions
Manage onboarding and banking transactions
Provide tailored credit solutions for affluent clients
Analyze credit requests according to guidelines
Identify and pursue potential sales prospects Requirements:
Minimum 3 years in banking and credit services
Completion of Canadian Securities Course (CSC)
Willingness to acquire Personal Financial Planner (PFP)
Advanced credit analysis and underwriting skills
Solid knowledge of wealth products and services Deliver exceptional banking and personalized credit solutions to affluent clients at TD Wealth in Halifax.
📌 Experienced Private Banker In Halifax Halifax Regional Municipality
🏢 The Toronto-Dominion Bank (Canada)
📍 Halifax Regional Municipality