Associate Private Banker (Vancouver)

Associate Private Banker (Vancouver)

23 Oct
|
Cari
|
Vancouver

23 Oct

Cari

Vancouver

TD Wealth 69,700 - $98,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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 Private Wealth Management, Private Banking specializes in offering tailored banking and credit Management solutions to affluent HNW clients. TD's Private Bankers support clients in Premium Banking Solutions, Tailored Credit Strategies, introduction to TD specialists for home of best fit in alignment with their unique complex financial needs and plans.

The Private

Banking team also leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. We are currently hiring for an Associate Private Banker. This role is part of the Developing Private Banker program which is a 12 to 24-month accelerated training prospect for professionals who aspire to become Private Bankers.

The program combines a structured fundamental training program, licensing and direct mentorship from existing market leaders, to create a path to a Private Banking portfolio. This role will be given the opportunity to work alongside experienced colleagues in a client-facing environment servicing valued High Net Worth clients and all of their banking and Wealth needs. Support the Relationship Manager in onboarding HNW & UHNW clients and provide a high touch service experience. ~ Execute all onboarding procedures, banking activities/transactions, and straightforward credit solutions for high-value and sophisticated personal clients. ~ Apply knowledge of Business Banking products and services to enhance and support the overall client relationship.



~ Support the Relationship Manager to proactively identify opportunities to deepen client relationships and work collaboratively with various Private Banking, Wealth and Bank partners to offer highly complex credit solutions to HNW & UHNW clients. ~ Support the analysis of credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines. ~ Ensure adherence to operating standards and processes - perform quality checks and validation of work. ~ Protect the interests of the organization - identify and manage risks, and escal[n] non-standard, high risk transactions & activities as necessary. ~ Ensure necessary due diligence to support the accuracy of all customer transactions & activities. ~ Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.

Post-Secondary or Undergraduate degree (in related field) preferred ~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 36 months from start date. ~ Strong knowledge of banking and credit products & services ~ Understanding of Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit. ~ Knowledge of or the ability to quickly learn banking and risk, operations, and related procedures. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent,



and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total

Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Total

Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language

Requirement (Quebec only)

📌 Associate Private Banker (Vancouver)
🏢 Cari
📍 Vancouver

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