05 Aug
|
TD Bank
|
Kitchener
Elevate your banking career at TD Wealth as an Associate Private Banker in Kitchener, Ontario. This role offers a structured development program for aspiring private bankers and high-touch client engagement.
As part of the Developing Private Banker program, you will gain access to industry-leading mentorship, training, and resources while working directly with High Net Worth (HNW) clients. You will apply your banking and credit knowledge to create tailored solutions, enhancing the client experience.
This position emphasizes crucial skills in onboarding and client servicing, essential for your career advancement.
Key Responsibilities:
Assist in directing retail prospect referrals for PWM
Support onboarding of HNW & UHNW clients
Execute banking transactions and credit solutions
Conduct proactive follow-ups with clients
Collaborate with banking partners on client needs
Requirements:
Post-secondary degree preferred
2+ years relevant experience required
Canadian Securities Course completion required
Knowledge of banking and wealth products
Willingness to pursue financial planner designation
Drive your career forward in private banking by mastering client-centered wealth solutions and strategic financial management.
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📌 Associate Private Banker At Td Wealth Kitchener
🏢 TD Bank
📍 Kitchener