## Private BankerPostuler: Sur place: Surrey, British Columbia: Temps plein: Publié aujourd'hui: Date de fin : 16 octobre 2026 (Il reste 28 jours pour postuler): R\_ Lieu de travail :Surrey, Colombie-Britannique, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$81,600
- $115,200 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste
TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW & UHNW clients. Our Private Bankers support everyday banking transactions, personal credit management. Our Private Bankers support our client's banking needs while connecting them with the right TD specialists to manage their wealth management needs.




This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch engagement model; bringing in experts from other parts of Wealth and the Bank to support a client's overall financial plans and needs.Accountabilities:* Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.
* Perform in-depth discovery sessions with clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels.
* Perform / complete all onboarding, banking activities, transactions and high complexity credit solutions.
* Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans.
* Promote and offer full suite of products, advice, services, banking and credit capabilities.
* Analyze credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.
* Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers and identifying sales opportunities and referrals.
* Maintain a culture of risk management and control,



supported by effective processes in alignment with risk appetite.
* Keep current on emerging trends or developments and grow knowledge of the business, related tools and techniques.
* Act as a brand champion for your business area/function and the bank, both internally and/or externally.Educational Requirements* Post-Secondary or Undergraduate degree, preferred.
* Highly skilled professional with minimum 3+ years of experience in providing banking and credit services.
* Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
* Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36months from start date.
* Requires advanced understanding of a range of product and services, processes, procedures and systems to provide clients with options and advice on moderately complex banking and credit activities.
* Advanced credit analysis experience and acumen to provide clients with the appropriate level of advice to support their unique / specialized financial needs.
* General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.

À propos
de nousLa TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement easy à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent à profit leurs compétences

📌 Private Banker (Surrey)
🏢 TD Bank Group
📍 Surrey