Full-Time

Private Banker II

Posted on 1/28/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

No salary listed

Mid, Senior

Montreal, QC, Canada

The job is located in Montréal, Québec, Canada.

Category
Private Equity
Finance & Banking
Required Skills
Risk Management
Requirements
  • Undergraduate Degree
  • Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
  • Advanced understanding of a range of product and services, processes, procedures and systems
  • General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit
  • Knowledge of or the ability to quickly learn banking and risk, operations and related procedures
Responsibilities
  • Manage first level relationships with a focus on the development of skills related to relationship management of HNW clients
  • Perform administrative and support duties as required
  • Proactively recommend and implement banking products and solutions
  • Develop Financial Planning ethic through engagement in client interactions
  • Identify opportunities to refer to Wealth, Commercial and other parts of TDBG
  • Maintain up-to-date knowledge and understanding of PB, TDBG policies and procedures
  • Represent Private Wealth Management and TDBG to the general public in a professional manner
  • Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

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