Deliver personalized credit solutions as a Senior Private Banker with TD Wealth in Toronto, supporting high-net-worth and ultra-high-net-worth clients.
This Senior Private Banker manages relationships within TD Wealth Private Wealth Management. You will handle day-to-day banking, personal credit management, and complex credit solutions. The position connects clients with TD specialists supporting broader wealth management needs.
Key Responsibilities:
- Onboard and manage high-net-worth client relationships
- Complete banking activities, transactions, and complex credit solutions
- Analyze credit and underwriting requests within assigned limits
- Conduct proactive follow-ups aligned with client financial needs
- Connect clients with appropriate TD Wealth specialists
Requirements:
- Five or more years of relevant experience
- Post-secondary or undergraduate degree preferred
- Completion of Canadian Securities Course or Investment Funds in Canada
- Complete Personal Financial Planner or Certified Financial Planner designation within 36 months
- Qualified wealth management designations are desirable
Apply private banking expertise, credit analysis, and relationship management skills serving TD Wealth clients in Toronto.