Work Location

Barrie, Ontario, Canada

Hours

37.5

Line Of Business

TD Wealth

Pay Details

$96,900 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

Located on the Commercial Banker Centers the Senior Private Banker – Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking.

Job Responsibilities

This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client's overall financial plans and needs.

Other Responsibilities Include

- Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients




- Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking
- Work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements.
- Recommend, implement and service of all banking related products and solutions (medium to high complexity credit solutions and cash management). Understand Commercial Banking products and services to support the overall client relationship.
- Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions
- Perform in-depth Discovery sessions with clients to understand their goals and objectives and identify franchising opportunities within PWM and other TDBG Channels to increase TD's Share of Wallet
- Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is primary Financial Institution for HNW Business Owner clients
- Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships
- Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement
- Understand and interpret the elements of Financial Planning Plans (i.e.



advice recommendations).
- Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.
- Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.

Job Requirements

- Undergraduate Degree
- Experience working in Business Banking (Commercial Banking preferred) is an asset
- Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services
- Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date
- Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date
- Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable.
- Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients
- Robust product knowledge across all asset classes that enable wholesome discussions on various wealth topics (tax planning techniques & structure i.e. holdco, opco, family trust, cross boarder issues etc.)
- Ability to influence relationships and broad network of external advisors
- Proven experience communicating difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders
- Possess deep kn

📌 Senior Private Banker, Business Owner (Barrie)
🏢 TD
📍 Barrie