Elevate your career as a Private Banker with TD Wealth in Windsor, Ontario. This role specializes in personalized financial and credit services for high-net-worth clients, fostering deep client relationships.
As a Private Banker in the Private Wealth Management sector, you will manage comprehensive banking solutions for HNW and UHNW clients. Your primary focus will be on credit management and service delivery, ensuring each client receives tailored support and expert advice. This position emphasizes proactive engagement, utilizing TD’s resources to enhance clients' financial journeys.
Key Responsibilities:
• Onboard and manage client relationships effectively
• Conduct in-depth discovery sessions to identify financial goals
• Implement high complexity banking and credit solutions
• Follow up proactively to meet client expectations
• Promote TD's full suite of wealth management products
Requirements:
• Minimum 3+ years in banking or credit services
• Completion of CSC or IFIC required
• Understand wealth products and services comprehensively
• Advanced skills in credit analysis and advice
• Willingness to pursue CFP or PFP designation
Become a trusted advisor in wealth management and deliver exceptional banking experiences for HNW and UHNW clients at TD.
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