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financial manager
Title posted on CareerBeacon - Private Banker II
Posted on December 14, 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:This role is responsible for managing first level relationships with a focus on the development of skills related to relationship management of HNW clients and performing administrative and support duties as required.CUSTOMERUnderstand the Private Wealth Management (PWM) businesses and how Private Banking acts as a key partner within it. Specifically:Types of HNW clients, the nature of their relationships with PWM and their specific needs;Banking products, processes, systems and operationsHNW Credit solutionsWealth Management solutionsKey Partnerships within PWM and other TD businesses like Retail and Commercial BankingProactively, in consultation with Market Manager and/or SPB, recommend and implement banking products and solutions (credit & cash management) within the PB relationship management model and delegated authority limitDevelop Financial Planning ethic through engagement in client interactions jointly with SPBIdentify opportunities to refer to Wealth, Commercial and other parts of TDBG to increase TD's share of walletMaintain up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protect the interests and reputation of TDBG and its clients by continuous compliance to themRepresent Private Wealth Management and TDBG to the general public in a professional mannerUnder the direction of the Market Manager (MM), and with support from the Senior Private Bankers (SPB), develop their Private Banking and Credit product and solution knowledge in order to provide a TD branded legendary client experience. Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions. SHAREHOLDERDevelop high touch relationship management skills and provide excellent client experienceComplete financial transactions of increasing complexity (deposit, credit and Banking transactions).Analyse credit requests and underwriting by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.Maximize business opportunities and profitability by consistently applying Private Banking fees and pricing.Ensure adherence to operating standards and processes ? perform quality checks and validation of workPrioritize and manage own workload to meet SLA requirements for service and productivityConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateContribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growthPromote and offer full suite of products, sales, services and banking capabilitiesContribute to business objectives for Operational ExcellenceSupport the timely and accurate completion of business processes and proceduresProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryEnsure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulationsEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and i- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2111984
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