Senior Private Banker - Business Owner
Senior Private Banker - Business Owner
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Job Description
Work Location:
Vancouver British Columbia CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$91200 - $136800 CADTD 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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
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 Bankers support everyday banking transactions personal credit management. Our Private Bankers support our clients banking needs while connecting them with the right TD specialists to manage their wealth management needs.
TDs Private Bankers support clients in Premium Banking Solutions Tailored Credit Strategies Cross-border Banking and Commercial Banking.
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 clients 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 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). Understand Commercial Banking products and services to support the overall client relationship.
- 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 and identify franchising opportunities within PWM and other TDBG Channels to increase TDs Share of Wallet
- Identify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is primary Financial Institution for HNW Business Owner clients
- Lead motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships
- Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement
- Understand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).
- 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 HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.
Educational Requirements
- Undergraduate Degree
- Highly skilled professional with 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 that enable wholesome discussions on various wealth topics (tax planning techniques & structure i.e. holdco opco family trust cross boarder issues etc.)
- Ability to influence relationships and broad network of external advisors
- Proven experience communicating difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders
- 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 and fulfillment with other lines of business.
- Strong knowledge of banking and risk operations and procedures.
Who We Are:
TD is one of the worlds 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 95000 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.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
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. Learn more
Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.
Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have 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 help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans ObjetRequired Experience:
Senior IC
Employment Type
Full-Time
