Senior Private Banker – Business Owner

TD Bank; Barrie; On-site; CAD 70,000 - 110,000; Full time

Job description

Banqu. priv. princ., responsable des relations d’affaires

Lieu de travail: Canada

Horaire: 37.5

Secteur d’activité: Gestion de patrimoine TD

Détails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

Located on the Commercial Banker Centers, the Senior Private Banker – Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking. This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client's overall financial plans and needs.

Accountabilities

• Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients.
• Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking.
• Work closely with Commercial Banking & Business Banking partners to support a OneTD model when dealing with client requirements.
• Recommend, implement and service of all banking related products and solutions (medium to high complexity credit solutions and cash management).
• Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions.
• Perform in-depth Discovery sessions with clients to understand their goals and objectives.
• Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively.
• Lead, motivate and develop relationships with internal and external business partners/stakeholders.
• Maintain an active pipeline of clients referred and establish contact planning practices.
• Understand and interpret the elements of Financial Planning Plans.
• Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.
• Work closely with key partners in Private Wealth Management to provide clients with integrated HNW solutions.

Educational Requirements

• Undergraduate Degree.
• Experience working in Business Banking (Commercial Banking preferred) is an asset.
• Highly skilled professional with minimum 5-7 years of experience in providing banking and credit services.
• Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date.
• Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date.
• Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are not required, but desirable.

Skills You will Require

• Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients.
• Strong product knowledge across all asset classes.
• Ability to influence relationships and broad network of external advisors.
• Proven experience communicating difficult sales concepts.
• Possess deep knowledge of all Banking Products and credit.
• Proven ability to identify Banking, Wealth and Commercial opportunities for referral.
• Strong knowledge of banking and risk, operations and procedures.

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde.

Notre programme de rémunération globale

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier.

Renseignements supplémentaires :

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle.

Exigences linguistiques: N/A.