Elevate your finance career with TD Wealth as a Private Banker in Windsor, Ontario. Focus on providing tailored banking solutions and credit management for high-net worth clients.

In this pivotal role at TD Wealth's Private Wealth Management, you will support HNW and UHNW clients with personalized financial services. Your expertise in banking transactions, onboarding, and credit solutions will be essential in achieving clients' financial goals. This client-focused position demands robust relationship-building skills and a deep understanding of wealth management services.

Key Responsibilities:
• Act on retail prospect referrals and identify client needs
• Conduct in-depth financial discovery sessions with clients
• Manage onboarding and complex credit activities




• Follow up proactively with clients on their financial needs
• Promote a comprehensive suite of banking products and services

Requirements:
• Minimum 3 years in banking or credit services
• Post-secondary degree preferred
• Completion of Canadian Securities Course (CSC) or equivalent
• Advanced credit analysis experience required
• Willingness to pursue Financial Planner designation

Utilize your banking expertise to enhance client relationships and deliver exceptional financial solutions at TD Wealth in Windsor.
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📌 Private Banker at TD Wealth Windsor (Ontario)
🏢 TD
📍 Ontario