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
Solid 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