Private Banking Associate at TD Canada (Vancouver)

Private Banking Associate at TD Canada (Vancouver)

31 Jul
|
TD
|
Vancouver

31 Jul

TD

Vancouver

Launch your career at TD Wealth as an Associate Private Banker in Vancouver, British Columbia. This position focuses on premium banking solutions for high-net worth clients in a supportive role.
The role is a part of an accelerated training program designed for future Private Bankers. You'll gain valuable experience in client-facing services, tailored banking solutions, and develop a solid knowledge base through mentorship and structured training. Your efforts will emphasize service excellence in onboarding and managing sophisticated client needs.
Key Responsibilities:
• Direct retail prospect referrals for PWM
• Execute onboarding and banking activities for clients
• Apply banking knowledge to strengthen client relationships




• Follow up proactively on outstanding client matters
• Ensure operational standards and manage risks
Requirements:
• Undergraduate degree preferred in a related field
• Experience of 2+ years in banking or finance
• Completion of the Canadian Securities Course
• Intent to earn the CFP or PFP designation
• Understanding of Wealth products and credit services
Drive client satisfaction through tailored banking solutions and experience the excellence at TD Wealth.
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📌 Private Banking Associate at TD Canada (Vancouver)
🏢 TD
📍 Vancouver

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