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Senior Private Banker

$96.9k - $136.8k per year

TD Bank Group

## Banquier privé principalPostuler:
Principalement au bureau:
Toronto, Ontario:
Temps plein:
Publié aujourd'hui:
Date de fin : 26 octobre 2026 (Il reste 6 jours pour postuler):
R\ \_1516872**Lieu de travail:**Toronto, Ontario, Canada**Horaire :**37.5**Secteur d’activité :**Gestion de patrimoine TD**Détails de la rémunération :**$96,900 - $136,800 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.**Description du poste :****Department Overview**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 & UHNW clients. Our Senior Private Bankers support everyday banking transactions, personal credit management. Our Senior Private Bankers support our client's banking needs while connecting them with the right TD specialists to manage their wealth management needs.
This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch engagement model;
bringing in experts from other parts of Wealth and the Bank to support a client's overall financial plans and needs.
**Accountabilities:*** Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.* Perform in-depth discovery sessions with clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels.* Perform / complete all onboarding, banking activities, transactions and high complexity credit solutions.* Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans.* Promote and offer full suite of products, advice, services, banking and credit capabilities.* Analyze credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.* Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers and identifying sales opportunities and referrals.* Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.* Keep current on emerging trends or developments and grow knowledge of the business, related tools and techniques.* Act as a brand champion for your business area/function and the bank, both internally and/or externally.
**Educational Requirements*** Post-Secondary or Undergraduate degree (in related field) preferred and / or* 5+ years relevant experience* 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 36 months from 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 desirable.**À propos de nous**La TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent à profit leurs compétences, leur talent et leur créativité pour approfondir les relations, assurer une exécution rigoureuse et rendre l’expérience bancaire plus simple et plus rapide. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. Ensemble, nous réimaginons l’expérience bancaire et ses possibilités pour notre clientèle, nos collègues et nos collectivités.**Notre programme de rémunération globale**
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus**Renseignements supplémentaires :**
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.
**Perfectionnement des collègues**Un cheminement professionnel précis vous intéresse ou bien vous cherchez à perfectionner certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes.Si vous avez à cœur d’aider vos clients et de nouer des relations solides et durables, la TD offre divers parcours de carrière où vous pouvez accroître votre expertise et avoir une incidence significative.Nous sommes déterminés à appuyer votre réussite et à favoriser un milieu de travail respectueux où la diversité des points de vue est valorisée, où chacun a les mêmes occasions de progresser et où vous pouvez vous réaliser pleinement et atteindre vos objectifs de carrière. À la TD, nous attirons et perfectionnons les meilleurs talents.**Formation et intégration**
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.
**Processus d’entrevue**
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.**Mesures d’adaptation**
L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.
Nous avons hâte d’avoir de vos nouvelles!#J-18808-Ljbffr
Vacancy posted 1 hour ago
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