Senior Private Banker - Business Owner

TD Bank; Vancouver; Hybrid; CAD 91,000 - 137,000; Full time

Job summary

An established industry player is seeking a Senior Private Banker to provide exceptional banking services to high-net-worth clients. This role involves acquiring new clients, managing relationships, and delivering tailored financial solutions, including complex credit management. You will work closely with internal partners to ensure a seamless experience for clients. Join a dynamic team where your entrepreneurial spirit and banking expertise will be valued, and contribute to a culture that prioritizes growth, inclusion, and community impact. This is an exciting opportunity to make a significant difference in the lives of affluent clients while advancing your career in a supportive environment.

Benefits

Training & Onboarding

Colleague Development

Accessibility Accommodations

Diversity, Equity, and Inclusion initiatives

Qualifications

• Minimum 7-10 years of banking and credit services experience required.
• Completion of CSC or IFIC and PFP or CFP designation needed.

Responsibilities

• Acquire and manage relationships with HNW and UHNW clients.
• Provide personalized financial services and complex credit solutions.
• Collaborate with Commercial Banking for client requirements.

Skills

Entrepreneurial spirit

Product knowledge across asset classes

Influencing relationships

Communication of sales concepts

Knowledge of Banking Products and credit

Identifying Banking and Wealth opportunities

Banking and risk knowledge

Education

Undergraduate Degree

7-10 years of banking experience

Completion of Canadian Securities Course (CSC)

Completion of Personal Financial Planner (PFP) or CFP

Job description

Senior Private Banker - Business Owner

Senior Private Banker - Business Owner

Apply remote type Hybrid locations Vancouver, British Columbia time type Full time posted on Posted Yesterday time left to apply End Date: April 30, 2025 (24 days left to apply) job requisition id R_1411422

Work Location: Vancouver, British Columbia, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $91,200 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

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.

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.

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 One TD 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
• Minimum 7-10 years of experience in providing banking and credit services
• Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
• Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date

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, cash management, investments and specifically complex credit.
• Proven ability to identify Banking, Wealth and Commercial opportunities for referral.
• Strong knowledge of banking and risk, operations and procedures.

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.

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.

Additional Information:
We’re delighted that you’re considering building a career with TD.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

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.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

Language Requirement (Quebec only): Sans Objet

Our Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues.

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work.

Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.