Join TD Wealth as a Private Banker II and provide exceptional banking solutions for high-net-worth clients in Montréal, Quebec. Drive personalized credit management in a collaborative environment that focusses on client satisfaction. This role entails engaging with affluent clients to comprehend their financial objectives.

You will need 3+ years of experience coupled with a strong understanding of banking products and credit solutions. Additionally, you are expected to perform discovery sessions to tailor services appropriately while maintaining compliance with banking guidelines. Key Responsibilities:

- Manage onboarding processes for recent clients
- Conduct in-depth financial discovery sessions
- Implement personalized credit management solutions
- Follow up proactively with clients regularly
- Ensure adherence to credit evaluation guidelines Requirements:
- Post-secondary education is preferred
- At least 3 years in financial services
- MFDA License completion within 18 months mandatory
- Strong understanding of credit and banking solutions
- Excellent credit analysis capabilities Become part of TD Wealth’s commitment to client-centric banking, working closely with both clients and internal specialists.

📌 Montréal Private Banking Specialist (Montreal)
🏢 TD
📍 Montreal