Associate Private Banker at TD Wealth
Job Description & How to Apply Below
As part of TD's Developing Private Banker program, you'll undergo a structured training regimen designed to prepare you for a career in Private Banking. You will collaborate with Relationship Managers, delivering exceptional service to affluent clients while honing your financial advisory skills. This position will empower you to develop comprehensive banking and credit strategies.
Key Responsibilities:
• Assist in directing retail prospect referrals to PWM
• Support onboarding of HNW and UHNW clients
• Execute banking activities and credit solutions
• Conduct proactive client follow-ups for service assurance
• Collaborate with teams to deepen client relationships
Requirements:
• Undergraduate degree preferred
• 2+ years relevant experience
• Completion of the Canadian Securities Course
• Willingness to pursue financial planner designation
• Strong knowledge of banking and credit products
Drive your financial services career and support high-net-worth clients through tailored solutions at TD Wealth.
Position Requirements
10+ Years
work experience
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