financial manager
Title posted on CareerBeacon -
Senior Private Banker – Business Owner
Posted on
August 21, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Job DescriptionLocated 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 clientsOnboard clients and act as a trusted RM for those introduced to PB from TD Commercial BankingWork 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). 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 solutionsPerform in-depth Discovery sessions with clients to understand their goals and objectives and identify franchising opportunities within PWM and other TDBG Channels to increase TD's Share of WalletIdentify 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 clientsLead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationshipsMaintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagementUnderstand 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 RequirementsUndergraduate DegreeExperience working in Business Banking (Commercial Banking preferred) is an assetHighly skilled professional with minimum 5-7 years of experience in providing banking and credit servicesCompletion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start dateCompletion 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 clientsStrong 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 advisorsProven experience communicating difficult sales concepts; converts information to
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LocationBarrie, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2106724
Advertised until
2024-10-07
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