Private Banking Client Service Associate

The Toronto-Dominion Bank (Canada); Regina; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Private Banking Client Service Associate in Regina to provide exceptional service to high-net worth clients. The ideal candidate will assist in client onboarding, resolve inquiries, and ensure compliance with banking regulations. A strong background in Private Banking and retail products is required. Competitive compensation and comprehensive rewards package offered.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3 years relevant experience.
• Experience dealing with affluent clients.
• Knowledge of commercial and retail credit principles.

Responsibilities

• Provide exceptional client service.
• Assist in client onboarding and solution recommendations.
• Produce reports and correspondence as required.

Skills

Client service

Private Banking experience

Retail Banking knowledge

Self-starter

Education

Undergraduate degree

Completion of Canadian Securities Course (CSC) or IFIC

Job description

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients. Our Private Banker's support everyday banking transactions, personal credit management and support our client's banking needs while connecting them with the right TD Specialists to manage their wealth management needs.

This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.

Accountabilities

• Provide exceptional client service at every customer interaction
• Assist in client onboarding and recommending retail solutions
• Be alert for opportunities to expand existing client and prospect relationships
• Produce reports and compose correspondence as required
• Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; elevate issues where appropriate
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Skills & Education

• Undergraduate degree is preferred
• 3 years relevant experience
• Demonstrated experience in Private Banking or experience in dealing with affluent clients is required
• Thorough knowledge of Retail Banking products, systems, and services
• Knowledge & understanding of commercial and retail credit principles
• A self-starter that works with minimal supervision
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other 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.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

We provide regular career development and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to unlock future opportunities. Whether you want to help customers or coach colleagues, many career paths are available within TD, and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.