Associate Private Banker Wealth

Position: Associate Private Banker at TD Wealth
Elevate your banking career with TD Wealth in Vancouver, British Columbia as an Associate Private Banker. This role immerses you in high-net worth client service within the Private Banking division.

As part of the Developing Private Banker program, you'll engage in structured training lasting 12 to 24 months. You'll work alongside experienced professionals, enhancing your skills in personalized banking and credit management for affluent clients. This preeminent role supports onboarding and client relationship management, ensuring a high-touch service experience.

Key Responsibilities:

• Assist in referrals to appropriate PWM destinations

• Support onboarding of HNW and UHNW clients

• Execute banking transactions and credit solutions

• Conduct proactive follow-ups on client expectations

• Collaborate with Private Banking and Wealth partners

Requirements:

• Post-secondary degree in a related field

• 2+ years of relevant experience

• Completion of CSC or IFIC course

• Willingness to pursue PFP or CFP designation

• Strong knowledge of banking and credit products

Step into a rewarding career, enhancing client relationships through personalized banking at TD Wealth.
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