Elevate your career with TD Wealth as a Private Banker in Whitby, Ontario. Provide tailored banking solutions to high-net-worth clients while managing their financial needs and credit solutions. TD Wealth is seeking a skilled Private Banker to build long-lasting relationships with HNW and UHNW clients.
With at least 3 years of banking and credit service experience, you will conduct in-depth discovery sessions to understand clients' financial objectives. This role includes personalized onboarding, proactive follow-ups, and collaboration with TD specialists for comprehensive wealth management. Key Responsibilities:
Manage everyday banking transactions and credit needs
Conduct detailed client discovery sessions
Collaborate with TD specialists for tailored solutions
Promote a full suite of banking and credit services
Analyze credit requests per established guidelines Requirements:
Post-secondary degree preferred
Minimum 3 years in banking and credit services
Completion of the Canadian Securities Course (CSC)
Advanced credit analysis experience
Willingness to pursue PFP or CFP designation Leverage your banking expertise while providing exceptional service to affluent clients at TD Wealth in Whitby.