Private Banker II: Elite Wealth & Credit Advisor

TD; Canada; On-site; CAD 81,000 - 116,000; Full time

Job summary

A leading financial institution is seeking a professional to provide personalized financial services and credit solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The ideal candidate has over 3 years of experience and a strong background in credit analysis and client relationship management. Responsibilities include onboarding clients, conducting discovery sessions, and ensuring their financial needs are met through tailored banking solutions. This role offers competitive compensation and a commitment to colleague growth.

Benefits

Competitive salary

Health and well-being benefits

Career development opportunities

Qualifications

• Highly skilled professional with minimum 3+ years of experience in providing banking and credit services.
• Requires advanced understanding of a range of product and services, processes, procedures, and systems.
• General knowledge across Wealth products and solutions.

Responsibilities

• Onboard and manage relationships with HNW and UHNW clients.
• Conduct frequent proactive client follow-ups to ensure client expectations are met.
• Analyze credit and underwriting requests.

Skills

Credit analysis

Client relationship management

Financial planning

Risk management

Communication

Education

Post-Secondary or Undergraduate degree

Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)

Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation

Job description

A leading financial institution is seeking a professional to provide personalized financial services and credit solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The ideal candidate has over 3 years of experience and a strong background in credit analysis and client relationship management. Responsibilities include onboarding clients, conducting discovery sessions, and ensuring their financial needs are met through tailored banking solutions. This role offers competitive compensation and a commitment to colleague growth.