Wealth Associate Private Banker
Job Description & How to Apply Below
Join TD Wealth in Toronto as an Associate Private Banker. Support high-net-worth clients by delivering tailored banking and credit management solutions in a client-focused environment.
This role is part of the Developing Private Banker program, designed for those aspiring to excel in private banking. You will receive mentorship, structured training, and the chance to provide high-touch service to affluent clients. Collaborate with experienced professionals to build effective wealth strategies tailored to client needs.
Key Responsibilities:
• Direct retail prospect referrals to appropriate PWM destinations
• Onboard high-net-worth clients with exceptional service
• Execute banking transactions and credit solutions efficiently
• Enhance client relationships with knowledge of banking products
• Conduct proactive follow-ups to meet client expectations
Requirements:
• Post-secondary degree preferred
• Minimum of 2 years relevant experience
• Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
• Willingness to pursue Personal Financial Planner (PFP) designation
• Knowledge of banking and credit products
Embrace a rewarding career by providing personalized banking solutions at TD Wealth.
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Position Requirements
10+ Years
work experience
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