Associate Private Banker

Work Location

Vancouver, British Columbia, Canada

37.5

TD Wealth

$69,700.00 - $98,400.00 CAD

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning toward customized wealth advice and solutions. As part of Private Wealth Management, Private Banking specializes in offering tailored banking and credit management solutions to affluent HNW clients. The Private Banking team also leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client’s unique needs.

We are currently hiring for an Associate Private Banker. This role is part of the Developing Private Banker program which is a 12 to 24‑month accelerated training opportunity for professionals who aspire to become Private Bankers.

• Assist in directing retail prospect referrals and determining the appropriate PWM destination based on initial discovery insights.
• Support the Relationship Manager in onboarding HNW & UHNW clients and provide a high‑touch service experience.
• Execute all onboarding procedures, banking activities/transactions, and straightforward credit solutions for high‑value and sophisticated personal clients.
• Apply knowledge of Business Banking products and services to enhance and support the overall client relationship.
• Conduct proactive client follow‑ups to confirm expectations are met and ensure any outstanding items are resolved promptly.
• Support the Relationship Manager to proactively identify opportunities to deepen client relationships and work collaboratively with various Private Banking, Wealth and Bank partners to offer highly complex credit solutions to HNW & UHNW clients.
• Support the analysis of credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.
• Ensure adherence to operating standards and processes – perform quality checks and validation of work.
• Protect the interests of the organization – identify and manage risks, and elevate non‑standard, high risk transactions & activities as necessary.
• Ensure necessary due diligence to support the accuracy of all customer transactions & activities.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.

• Post‑Secondary or Undergraduate degree (in related field) preferred.
• 2+ years relevant experience.
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).
• Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from start date.
• Strong knowledge of banking and credit products & services.
• Understanding of Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.
• Knowledge of or the ability to quickly learn banking and risk, operations, and related procedures.

Our Total Rewards package includes a base salary, variable compensation, and 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.