Private Banker at TD Wealth Edmonton
T
TD
📍 edmonton, division no. 11, Canada
Job Description
Elevate your career as a Private Banker with TD Wealth in Edmonton, Alberta. This role focuses on delivering personalized financial services and credit solutions to high-net-worth clients.
In this position, you will engage in building and managing relationships with affluent clients while understanding their unique financial needs. Your expertise in banking and credit services will help guide clients through onboarding and proactive financial planning. A strong emphasis on customer service and communication skills is vital for success in this high-touch engagement model.
Key Responsibilities:
• Onboard and manage relationships with HNW/UHNW clients
• Perform in-depth financial discovery sessions
• Conduct banking activities and complex credit solutions
• Analyze and adjudicate credit requests accurately
• Promote a full suite of TD Wealth products and services
Requirements:
• Minimum 3 years in banking or credit services
• Completion of Canadian Securities...
In this position, you will engage in building and managing relationships with affluent clients while understanding their unique financial needs. Your expertise in banking and credit services will help guide clients through onboarding and proactive financial planning. A strong emphasis on customer service and communication skills is vital for success in this high-touch engagement model.
Key Responsibilities:
• Onboard and manage relationships with HNW/UHNW clients
• Perform in-depth financial discovery sessions
• Conduct banking activities and complex credit solutions
• Analyze and adjudicate credit requests accurately
• Promote a full suite of TD Wealth products and services
Requirements:
• Minimum 3 years in banking or credit services
• Completion of Canadian Securities...