Job Title: Private Banker
Employer: TD Bank Financial Group
Location: Toronto, ON
Position: Full-Time
Number of Positions: 1

Salary: To be determined
Hours of Work: To be determined
Travel Required: No

TDBFG Description:

TD is a great organization powered by great people who want to make a difference every day. Our over 81,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We're an award-winning organization that reinvests constantly to ensure future growth.

We're recognized as an extraordinary place to work that embraces diversity, where everyone is respected and valued. TD is the sixth largest bank in North America by branches, with many exciting and challenging career opportunities in our four key businesses:

1) Canadian Personal and Commercial Banking - including TD Canada Trust and TD Insurance
2) Wealth Management - including TD Waterhouse and an investment in TD Ameritrade
3) U.S. Personal and Commercial Banking - including TD Bank, America's Most Convenient Bank
4) Wholesale Banking - including TD Securities

Department Overview:

Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suite of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on establishing close-knit, long term, confidential relationships with a select client base, TD Private Client Services provides individually structured, high-end wealth management solutions to its clients that bring together the expertise and resources of a team of multi-disciplinary experts to provide greater financial flexibility.

Private Banking is an integral part of Private Client Services centre, that supports an integrated Wealth Management offering within TD Private Client Services, by providing day to day account management, Wealth Management solutions through partner referrals and complex credit requirements for clients and their businesses. The Private Banker will be responsible for exceeding clients' needs for asset accumulation, preservation and growth. This is an important role within the organization that could ultimately lead to further senior strategic and growth opportunities.

Job Description:

• To provide top flight continuing services to an assigned group of high profile clients consisting of professionals, executives and other high net worth individuals.

• Portfolio will also include a number of quasi-commercial relationships, primarily professional firms including Doctors, Dentists, Lawyers, Architects and Accountants.

• Incumbent is to professionally assist and advise clients on matters pertaining to savings and investment as well as credit needs including personal and commercial loans, mortgages and lines of credit.

• Objective is to expand the Bank's share of the Private Banking Market by effectively targeting the affluent market segment and developing new, profitable relationships via direct sale of Bank products and services, and by making appropriate referrals to other areas including TD Waterhouse Private Investment Advice, Private Investment Counsel, Private Trust and other partners.

• The incumbent must understand the true meaning of asset fanaticism by consistently showing measurable results.

• Responsible for maximizing the level of client satisfaction and business relationships with the Bank, while ensuring maximum profitability and minimum credit risk for Bank funds

Job Requirements:

• PFP and or CFP required

• Completion of Manager's compliance and Wealth Management Technique course within a defined time frame.

• University degree is also an asset.

• Some potential candidates may have limited experience in commercial banking but this should not deter anyone as these deficiencies will be overcome via training and on-the-job experience.

• Project a professional image supported by a thorough understanding of sound business practices as gained through exposures to general banking and/or formal education.

• Sound knowledge of commercial operating procedures in the day-to-day administration of assigned accounts together with strong understanding of personal banking and related products.

• Complete familiarity with the principles and techniques of credit risk assessment with ability to compose comprehensive, high quality correspondence.

• Excellent sales and service skills combined with strong negotiating ability is essential.

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