Private Banker II specialists in Halifax deliver advanced credit analysis and personalized banking services for TD Wealth clients. This role uses a high touch engagement model.

As a Private Banker II, you manage relationships with high net worth and ultra-high net worth clients. You provide day-to-day banking, complex credit solutions, and personalized financial services. You connect clients with TD specialists supporting broader wealth needs.

Key Responsibilities:

- Onboard clients and complete banking activities and transactions
- Analyze credit requests within assigned discretionary limits
- Conduct discovery sessions identifying financial goals and opportunities
- Follow up proactively on complex client needs
- Promote banking, credit, advice, and service capabilities

Requirements:

- Minimum three years providing banking and credit services
- Advanced credit analysis experience and qualified acumen
- Post-secondary or undergraduate degree preferred
- Completion of Canadian Securities Course or Investment Funds in Canada
- Willingness to complete PFP or CFP within 36 months

Apply private banking expertise, advanced credit analysis, and relationship management skills supporting TD Wealth clients in Halifax.

📌 Private Banker Credit Solutions Halifax (Halifax Regional Municipality)
🏢 TD Bank Group
📍 Halifax Regional Municipality