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.
📌 Associate Private Banker At Td Wealth Vancouver (Canada)
🏢 Cari
📍 Canada
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.