Elevate financial services for high-net-worth clients as a Private Banker II with TD Wealth in Montréal, Quebec. This role focuses on tailored banking and credit solutions, ensuring personalized service and expert support. As part of TD Wealth Private Wealth Management, you'll manage relationships with affluent clients.
A minimum of 3 years' experience in banking and credit services is essential, alongside advanced credit analysis skills. Engage clients through in-depth discovery sessions to understand their financial goals and collaborate effectively with TD specialists for holistic wealth management. Key Responsibilities:
- Onboard and manage client relationships effectively
- Conduct in-depth discovery sessions to identify client needs
- Execute high complexity banking and credit solutions
- Perform proactive follow-ups to meet client expectations
- Analyze credit requests adhering to guidelines Requirements:
- Post-secondary degree preferred
- Minimum 3+ years in banking and credit
- Completion of MFDA License within 18 months
- Advanced understanding of financial products
- Robust credit analysis experience Support HNW and UHNW clients with expert advice and solutions while driving TD Wealth's commitment to exceptional client service.
📌 Private Banker II at TD Wealth (Montreal)
🏢 TD
📍 Montreal