Banqu. priv. princ., responsable des relations daffaires Lieu de travail: Canada Horaire: 37.5 Secteur dactivit: Gestion de patrimoine TD Dtails de la rmunration : Nous avons cur doffrir une rmunration juste et quitable tous nos collgues. En votre qualit de candidat ou de candidate, nous vous encourageons avoir une conversation franche avec votre recruteur et poser des questions sur la rmunration, notamment les particularits salariales de ce poste. Description du poste: Located on the Commercial Banker Centers, the Senior Private Banker Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking. This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client''s overall financial plans and needs. Accountabilities Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients. Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking. Work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements. Recommend, implement and service of all banking related products and solutions (medium to high complexity credit solutions and cash management). Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions. Perform in-depth Discovery sessions with clients to understand their goals and objectives. Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively. Lead, motivate and develop relationships with internal and external business partners/stakeholders. Maintain an active pipeline of clients referred and establish contact planning practices. Understand and interpret the elements of Financial Planning Plans. Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives. Work closely with key partners in Private Wealth Management to provide clients with integrated HNW solutions. Educational Requirements Undergraduate Degree. Experience working in Business Banking (Commercial Banking preferred) is an asset. Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services. Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date. Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date. Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable. Skills You will Require Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients. Strong product knowledge across all asset classes. Ability to influence relationships and broad network of external advisors. Proven experience communicating difficult sales concepts. Possess deep knowledge of all Banking Products and credit. Proven ability to identify Banking, Wealth and Commercial opportunities for referral. Strong knowledge of banking and risk, operations and procedures. propos de nous La TD est un chef de file mondial dans le secteur des institutions financires. Chaque jour, nous offrons une exprience client lgendaire plus de 27 millions de mnages et dentreprises au Canada, aux tats-Unis et partout dans le monde. Notre programme de rmunration globale Notre programme de rmunration globale reflte les investissements que nous faisons pour aider nos collgues et leur famille atteindre leurs objectifs en matire de bien-tre mental, physique et financier. Renseignements supplmentaires : Nous sommes ravis que vous envisagiez une carrire la TD. Sachez que nous avons cur daider nos collgues russir dans leur vie tant personnelle que professionnelle. Exigences linguistiques: N/A. #J-18808-Ljbffr
Job Title
Senior Private Banker – Business Owner