Senior Private Banker

Elevate your career at TD as a Senior Private Banker focused on HNW clients in Barrie, Ontario. This role emphasizes personalized financial services and complex credit solutions.

As a Senior Private Banker, you will acquire and manage relationships with high net worth clients, offering tailored financial services and fostering deep connections. This position requires substantial experience in Business Banking, emphasizing strong product knowledge and client engagement. You will collaborate with internal partners, ensuring a comprehensive approach to client financial needs while onboarding new clients introduced from Commercial Banking.

Key Responsibilities:

• Deliver white glove service to sophisticated Private Banking clients

• Acquire new HNW clients through internal and external partnerships

• Onboard clients and provide personalized relationship management

• Recommend and implement complex banking products

• Collaborate with partners to meet client financial goals

Requirements:

• Undergraduate Degree required

• 5-7 years in banking and credit services

• Experience in Commercial Banking is an asset

• CSC or IFIC completion within 3 years

• PFP or CFP designation within 3 years

Leverage your expertise in wealth management and client relationship building in this impactful role at TD.