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Senior Private Banker at TD Bank - ApplyBlast

Senior Private Banker

TD Bank

12 days ago

Toronto, Ontario, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

This role focuses on onboarding and managing relationships with high-net worth and ultra-high-net worth clients, providing personalized financial services with a strong emphasis on credit solutions. The position involves conducting in-depth discovery sessions, performing complex banking activities, and proactively following up to ensure client expectations are met. The Senior Private Banker collaborates with various TD specialists to support clients' overall financial plans and needs.

Responsibilities

Manage banking and credit relationships for high-net worth clients
Perform in-depth discovery sessions to identify financial goals and opportunities
Analyze credit requests and ensure compliance with underwriting guidelines

Skills

Qualifications

Canadian Securities Course (CSC)Investment Funds in Canada (IFIC)Personal Financial Planner (PFP)Certified Financial Planner (CFP)Certified Retirement Specialist (CRS)

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).