Become a Private Banking Expert with TD Wealth in Windsor, Ontario, focusing on high-net-worth clients. This position combines personalized banking and credit services tailored to client needs.
In this vital role, you will be responsible for providing high-touch financial solutions to HNW and UHNW clients. You will perform comprehensive client discovery and facilitate complex banking transactions while ensuring alignment with clients’ financial objectives. Your expertise will connect clients to the right TD specialists to enrich their financial strategies.
Key Responsibilities:
• Manage and develop client relationships thoroughly
• Conduct thorough financial discovery sessions with clients
• Execute complex banking transactions and credit solutions
• Ensure proactive client communication for satisfaction
• Offer a complete range of TD Wealth services and products
Requirements:
• At least 3+ years providing banking services
• Completion of Canadian Securities Course or Investment Funds
• Robust understanding of finance and credit management
• Proven credit analysis experience
• Commitment to pursuing CFP or PFP designation
Leverage your banking expertise to deliver exceptional wealth management solutions for affluent clients within TD Wealth.
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