Private Banking Associate - Calgary, Canada - TD Bank

TD Bank

Verified Company

Calgary, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Private Banking Associate:

BR

Job Category - Primary

Wealth Management

Work Location

421 7th Avenue Southwest

Employment Type

Regular

City

Calgary

Time Type

Full Time

Province/State

Alberta

Hours

37.5

Workplace Model

Remote

Pay Details

Department Overview

Job Details

Understand 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 operations
Credit solutions of various complexities
Proactive client engagement
Wealth Management

solutions

Key Partnerships within PWM and other TD businesses like Retail and Commercial Banking

Demonstrate high touch relationship management skills and offer banking services in a virtual engagement model by:

Completing financial transactions of low to medium complexity (deposit, credit and Banking transactions).
Performing client onboarding, administrative and support activities, committing to operational excellence and ensuring that service levels are being met.
Analysing credit requests and engaging the Credit Solutions team (when required) for underwriting complex credit in accordance with established guidelines.
Conducting proactive client followups in a periodic fashion to ensure client expectations are being met and resolving any outstanding items.
Proactively identifying opportunities to deepen client relationships and engaging Senior Private Bankers/Private Bankers to seamlessly graduate the client to higher service models when criteria is met.
Engaging in Discovery & Wealth Planning activities with clients to understand their goals and objectives and identifying franchising opportunities within PWM and other TD Channels
Maintaining uptodate knowledge and understanding of PB, TDBG policies and procedures, industry trends and protecting the interests and reputation of TDBG and its clients by continuous compliance to them.
Representing Private Wealth Management and TDBG to the general public in a professional manner.
Contributing to a positive, collaborative and constructive work environment

Job Requirements

Undergraduate Degree
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation as well as Wealth Management Essentials (WME)

Additional Information

Prior experience in Retail banking and lending.
Experience in Private Banking is considered an asset.
Knowledge in the analysis of credit requests and ability to underwrite simple credit.
General knowledge across Wealth products and solutions with an understanding of cash management, credit and investment solutions.
Knowledge of banking risk, operations and related procedures.
Ability to proactively engage clients and build and maintain ongoing positive relationships in a virtual environment.
Proven confidence in analyzing client information and making the appropriate recommendation based on needs.
Ability to adhere to operational excellence & efficiencies and delivering on committed service levels
Propensity to develop financial planning knowledge and recommendations with banking solutions implementation in mind
Disciplined and organized with the ability to work collaboratively with other Private Bankers and partners in Private Wealth, Wealth and TD
Proven personal credibility and accountability
Conscientious with a proven passion for creating a legendary client experience at every opportunity
Demonstrated high attention to detail
Strong communication skills oral and written
Flexibility to work on shift schedules between 8am to 8pm (Local Time)

Virtual model - applicants must be able to travel to designated location in region if needed

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their perso