Personal Banker Trainee advising TD Canada Trust customers on investments, credit, and financial planning. Serving Mandarin - and Cantonese - speaking clients across the Toronto - area assigned district.
About the role
- Private Banker managing high-net worth and ultra-high-net worth client relationships. Providing tailored banking solutions and credit management in a high touch engagement model.
Responsibilities
- Accountable for onboarding and managing relationships and providing personalized financial services
- Perform in-depth discovery sessions with clients to understand their financial goals objectives
- Promote and offer full suite of products, advice, services, banking and credit capabilities
- Analyze credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits
- Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers
Requirements
- Post-Secondary or Undergraduate degree, preferred
- Minimum 3+ years of experience in providing banking and credit services
- Completion of the Mutual Fund Dealer Association ("MFDA") License within 18 months from start date
- Willingness to complete the Financial Planner Designation from the l'Institut québécois de planification financière (IPF) in within 36 months from start date
- Requires advanced understanding of a range of product and services, processes, procedures and systems
- Advanced credit analysis experience and acumen to provide clients with the appropriate level of advice
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
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