Description du PosteTD Wealth, Private Wealth Management serves high‑net‑worth and ultra‑high‑net‑worth clients with holistic discovery and planning toward customized wealth advice and solutions. The Associate Private Banker is part of the Developing Private Banker program – a 12‑to‑24‑month accelerated training prospect that combines structured education, licensing, and mentorship from experienced market leaders. The role provides client‑facing support for HNW and UHNW clients, managing onboarding, banking activities, and tailored credit solutions, while collaborating with Private Banking, Wealth, and Bank partners to deepen client relationships.Lieu De TravailToronto, Ontario, CanadaHoraire37.5 h/weekSecteur d’activitéGestion de patrimoine TDDétails De La Rémunération$69,700 – $98,400 CAD (base salary, variable component and total compensation package subject to experience, skills and location)AccountabilitiesAssist in directing retail prospect referrals and determining the appropriate PWM destination based on initial discovery insights.Support the Relationship Manager in onboarding HNW & UHNW clients and provide a high‑touch service experience.Execute all onboarding procedures, banking activities/transactions,



and straightforward credit solutions for high‑value and sophisticated personal clients.Apply knowledge of Business Banking products and services to enhance and support the overall client relationship.Conduct proactive client follow‑ups to confirm expectations are met and ensure any outstanding items are resolved promptly.Support the Relationship Manager to proactively identify opportunities to deepen client relationships and work collaboratively with various Private Banking, Wealth and Bank partners to offer highly complex credit solutions to HNW & UHNW clients.Support the analysis of credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.Ensure adherence to operating standards and processes – perform quality checks and validation of work.Protect the interests of the organization – identify and manage risks, and escalation non‑standard, high‑risk transactions & activities as necessary.Ensure necessary due diligence to support the accuracy of all customer transactions & activities.Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.Required Skills & EducationPost‑secondary or undergraduate degree (in related field) preferred.2+ years of relevant experience.Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from start date.Strong knowledge of banking and credit products & services.Understanding of wealth products and solutions, including credit, cash management, investments and related services.Knowledge of or the ability to quickly learn banking and risk, operations, and related procedures.#J-18808-Ljbffr

📌 Banquier Privé Associé - C$69,700 - C$98,400 A Year (Winnipeg)
🏢 TD Wealth
📍 Winnipeg