Job Title

Description Du Poste Department Overview TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW & UHNW clients. Our Senior Private Bankers support everyday banking transactions, personal credit management. Our Senior Private Bankers support our client''''s banking needs while connecting them with the right TD specialists to manage their wealth management needs. Lieu De Travail Toronto, Ontario, Canada Horaire 37.5 Secteur Dactivit Gestion de patrimoine TD Dtails De La Rmunration $96,900 - $136,800 CAD La TD a cur doffrir une rmunration juste et quitable tous les collgues. Les occasions de croissance et le perfectionnement des comptences sont des caractristiques essentielles de lexprience collgue la TD. Nos politiques et pratiques en matire de rmunration ont t conues pour permettre aux collgues de progresser dans lchelle salariale au fil du temps, mesure quils samliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des comptences et de lexprience du candidat, de ses connaissances professionnelles, de son emplacement gographique et dautres besoins particuliers du secteur et de lentreprise. En tant que candidat, nous vous encourageons poser des questions sur la rmunration et avoir une conversation franche avec votre recruteur, qui pourra vous fournir des dtails plus prcis sur ce poste. Accountabilities Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery. Perform in-depth discovery sessions with clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels. Perform / complete all onboarding, banking activities, transactions and high complexity credit solutions. Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans. 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 and established guidelines. Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers and identifying sales opportunities and referrals. Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite. Keep current on emerging trends or developments and grow knowledge of the business, related tools and techniques. Act as a brand champion for your business area/function and the bank, both internally and/or externally. Educational Requirements Post-Secondary or Undergraduate degree (in related field) preferred and / or 5+ years relevant experience Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from 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 desirable. #J-18808-Ljbffr