HNW Private Banking Advisor for Wealth & Credit

TD Bank; Surrey; On-site; CAD 82,000 - 115,000; Full time

Job summary

TD Wealth Private Banking is seeking a banker to onboard and manage relationships with HNW/UHNW clients, providing personalized financial services and credit solutions. The role focuses on high-touch engagements, coordinating with specialists and offering tailored banking options to meet complex goals.

Ideal candidates have 3+ years in banking/credit services, a CSC/IFIC background, and a plan to pursue PFP/CFP within 36 months.

Qualifications

• Minimum 3+ years of experience in providing banking and credit services.
• CSC or IFIC certification completed or in progress.
• Willingness to obtain PFP or CFP within 36 months of start date.

Responsibilities

• Receive and triage Retail prospect referrals to PWM home of best fit based on initial discovery.
• Perform in-depth discovery sessions with clients to understand financial goals and identify opportunities across Wealth channels.
• Complete onboarding, banking activities, transactions and high complexity credit solutions.
• Conduct proactive client follow-ups to meet expectations aligned with complex needs and plans.
• Promote full suite of products, advice, services, banking and credit capabilities.
• Analyze credit and underwriting requests per discretionary limits and guidelines.
• Attract, acquire and retain customers and identify sales opportunities and referrals.

Skills

Minimum 3+ years experience

Education

Post-Secondary or Undergraduate degree, preferred

Canadian Securities Course (CSC) or IFIC

Willingness to complete PFP or CFP within 36 months

Job description

TD Wealth Private Banking is seeking a banker to onboard and manage relationships with HNW/UHNW clients, providing personalized financial services and credit solutions. The role focuses on high-touch engagements, coordinating with specialists and offering tailored banking options to meet complex goals.

Ideal candidates have 3+ years in banking/credit services, a CSC/IFIC background, and a plan to pursue PFP/CFP within 36 months.