Job Title

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 clients. Our Private Banker''s support everyday banking transactions, personal credit management and support our client''s banking needs while connecting them with the right TD Specialists to manage their wealth management needs. This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Accountabilities Provide exceptional client service at every customer interaction Assist in client onboarding and recommending retail solutions Be alert for opportunities to expand existing client and prospect relationships Produce reports and compose correspondence as required Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escate issues where appropriate Identify, suggest and actively participate in process improvement opportunities Ensure necessary due diligence to support the accuracy of all customer transactions / activities Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Skills & Education Undergraduate degree 3 years relevant experience Demonstrated experience in Private Banking or experience in dealing with affluent clients is required Thorough knowledge of Retail Banking products, systems, and services Knowledge & understanding of commercial and retail credit principles A self-starter that works with minimal supervision Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year. This position is open to candidates based in London, Ontario and Barrie, Ontario. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Training & Onboarding We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role. Accommodation Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only) Sans Objet #J-18808-Ljbffr