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.
J-18808-Ljbffr
📌 Senior Private Banker Credit Solutions Toronto
🏢 TD
📍 Toronto