Join TD Wealth in Whitby, Ontario, as a Private Banker, providing bespoke financial services to high-net-worth clients. Focus on personalized credit solutions and wealth management strategies.
In this pivotal role at TD Wealth, you will be responsible for onboarding and nurturing HNW and UHNW client relationships. You must possess at least 3 years of experience in banking and credit services to conduct in-depth financial discovery sessions. This role promotes a proactive approach to client follow-ups, ensuring their unique financial plans are met while connecting them to the right TD specialists.
Key Responsibilities:
• Deliver personalized banking and credit services
• Conduct comprehensive client discovery and onboarding




• Collaborate to align client financial plans with solutions
• Analyze and adjudicate credit requests carefully
• Keep updated on trends in banking and wealth management
Requirements:
• Preferred post-secondary degree
• At least 3 years in the banking sector
• Completion of the CSC or IFIC
• Proficient in advanced credit analysis
• Commitment to completing CFP or PFP designation
Utilize your financial expertise to make a difference in the lives of affluent clients at TD Wealth.
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📌 Private Wealth Management Banker Whitby
🏢 TD
📍 Whitby