Associate Private Banker (Canada)

Associate Private Banker (Canada)

24 Oct
|
The Toronto-Dominion Bank (Canada)
|
Canada

24 Oct

The Toronto-Dominion Bank (Canada)

Canada

Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $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.

Job Description
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 opportunity 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 elevate 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 2+ years relevant experience 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.



Solid 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 u

📌 Associate Private Banker (Canada)
🏢 The Toronto-Dominion Bank (Canada)
📍 Canada

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