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 cooperative workplace 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 current 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