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.
About the role
- Senior Personal Banker advising TD Bank customers on home borrowing, lending, investments, and banking products. Building relationships and driving customer acquisition and market-share growth.
Responsibilities
- Create a consistent and exceptional branch customer experience, specializing in home borrowing advice
- Provide expertise on Real Estate Secured Lending products and knowledge of investing, day-to-day banking, and TD products and services
- Ask questions to uncover customer needs and own solutions or involve experts when appropriate
- Improve customer financial confidence through dialogue, answers, and advice
- Act as the branch subject matter expert for TD products, services, policies, and procedures
- Maintain professional and inviting branch common areas in accordance with premises, marketing, and regulatory guidelines
- Conduct proactive customer outreach by phone and email regarding portfolio updates and opportunities
- Maintain knowledge of the local market, competitive offers, and economic trends to support recommendations
- Ensure customer and business documentation is accurate and retained according to policy
- Participate as a team member and support a positive, service-focused work environment
- Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share
Requirements
- High School diploma and/or Post-Secondary or Undergraduate degree in a related field preferred
- 2+ years of relevant experience
- Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date for external candidates
- Certificate in Financial Services Advice (CFSA) within 6 months of start date for external candidates
- Internal TD candidates must have IFC accreditation or equivalent prior to start date
- Internal TD candidates must have CFSA prior to start date
- Bilingual and francophone candidates are invited to apply for Quebec roles
- Additional language requirements may be determined through a language-needs assessment when a position becomes available
Benefits
- Base salary of 59,500.00$–84,000.00$ CAD
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations with a manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process
- Respectful and inclusive workplace with fair opportunities to grow
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Degree requirement
No Education Requirement
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