Private Banking Client Associate Wealth

Position: Private Banking Client Associate at TD Wealth
Elevate high-net-worth client experiences as a Private Banking Client Service Associate at TD Wealth in Ottawa. Focus on providing tailored banking solutions and exceptional service to affluent clients.

This pivotal role supports the Senior Private Banker (SPB) and enhances client satisfaction through dedicated service in Private Wealth Management. Candidates should bring a strong background in private banking, keen communication skills, and the ability to manage sensitive client information with discretion.

Key Responsibilities:

• Provide exceptional client service at every interaction

• Assist in client onboarding and retail solution recommendations

• Identify and expand existing client relationships

• Produce reports and manage correspondence as needed

• Ensure satisfactory resolution of client inquiries

Requirements:

• Preferred undergraduate degree in relevant field

• 3 years of relevant experience in private banking

• Thorough knowledge of retail banking products

• Ability to work independently with minimal supervision

• Willingness to complete the Canadian Securities Course

Deliver legendary client experiences while leveraging your expertise in private banking and wealth management at TD Wealth.
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