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Private Banker at TD Bank - ApplyBlast

Private Banker

TD Bank

3 months ago

Moncton, New Brunswick, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

The role supports high‑net‑worth and ultra‑high‑net‑worth clients with day‑to‑day banking, credit management, and personalized financial services, acting as a primary relationship manager and connecting clients with specialized wealth solutions. It involves onboarding, credit analysis, proactive client follow‑ups, and promoting the full suite of TD Wealth products and services.

Responsibilities

Receive and act upon retail prospect referrals
Perform in-depth discovery sessions with clients
Complete onboarding and high‑complexity credit solutions
Conduct proactive client follow‑ups to meet expectations
Analyze credit and underwriting requests within guidelines

Skills

Qualifications

Canadian Securities Course (CSC)Investment Funds in Canada (IFIC)Personal Financial Planner (PFP) designationCertified Financial Planner (CFP) designation

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).