Job Description & How to Apply Below
Elevate your banking career as a Private Banker II with TD Wealth in Edmonton, Alberta. Provide tailored financial services and credit solutions to high-net-worth clients while collaborating with wealth management experts.
In this pivotal role, you will manage relationships for affluent clients, focusing on personalized banking and credit management. With at least 3 years of experience, you'll conduct in-depth discovery sessions to understand financial goals and offer customized solutions. Actively engage clients to ensure their complex financial needs are met while contributing to the overall business objectives.
Key Responsibilities:
• Onboard and manage HNW/UHNW client relationships
• Conduct high complexity banking and credit transactions
• Perform proactive follow-ups to align with client needs
• Analyze credit requests in line with guidelines
• Champion products across TD Wealth to clients
Requirements:
• Post-secondary degree or undergraduate preferred
• Minimum 3 years of banking and credit services experience
• Completion of Canadian Securities Course or related
• Must pursue PFP or CFP within 36 months
• Advanced credit analysis skills required
Bring your expertise in banking and credit solutions to create lasting relationships with clients at TD Wealth in Edmonton.
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