Associate Private Banker at TD Wealth (British Columbia)

Associate Private Banker at TD Wealth (British Columbia)

18 Oct
|
Cari
|
British Columbia

18 Oct

Cari

British Columbia

Elevate your banking career with TD Wealth as an Associate Private Banker in Vancouver, British Columbia. This role focuses on customized wealth management and client engagement for high-net-worth clients.

As part of TD's Developing Private Banker program, you'll undergo a structured training regimen designed to prepare you for a career in Private Banking. You will collaborate with Relationship Managers, delivering exceptional service to affluent clients while honing your financial advisory skills. This position will empower you to develop comprehensive banking and credit strategies.

Key Responsibilities:
• Assist in directing retail prospect referrals to PWM
• Support onboarding of HNW and UHNW clients




• Execute banking activities and credit solutions
• Conduct proactive client follow-ups for service assurance
• Collaborate with teams to deepen client relationships

Requirements:
• Undergraduate degree preferred
• 2+ years relevant experience
• Completion of the Canadian Securities Course
• Willingness to pursue financial planner designation
• Robust knowledge of banking and credit products

Drive your financial services career and support high-net-worth clients through tailored solutions at TD Wealth.
#J-18808-Ljbffr

📌 Associate Private Banker at TD Wealth (British Columbia)
🏢 Cari
📍 British Columbia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: associate private banker at td wealth (british columbia) / british columbia

Subscribe to this job alert:

Get the latest job offers by email for: associate private banker at td wealth (british columbia) / british columbia