National Manager Credit Solutions - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

National Manager Credit Solutions:

BR

Job Category - Primary

Wealth Management

Work Location

TD Centre
South 79 Wellington Street West

Employment Type

Regular

City

Toronto

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Onsite

Pay Details

Job Details

The UHNW Advice & Credit Solutions Group is focused on helping to originate, create and implement complex structured financial solutions providing superior risk adjusted aftertax rewards for Ultra High Net Worth and High Net Worth individuals, families, and business leaders. The department brings value in facilitating estate planning, business succession, divestitures, wealth transfers, private equity restructuring and capital reorganizations.
The group's mandate is national in scope.
The target market includes UHNW and HNW individuals and their families, successful business entrepreneurs and professionals.
The group has direct accountability and responsibility to assist and educate Private Banking managers and their teams across the country in credit structures.
The National Manager, Credit Solutions position reports to the National Director, Credit & Business Development.
The position works in a team environment managing an assigned portfolio of accounts, supported by a Manager, Credit Solutions and a Client Service Associate.
The position is responsible for assessing, structuring and underwriting new business, as well as managing the credit renewal process within the team and delivering legendary client experience.
The position is the primary credit relationship contact, in which he/she is obliged to liaison with partners to respond and/or refer client requests/questions to the appropriate person.
The position will collaborate in a deal team environment with UHNW, Wealth and Senior Private Banking Advisors.
The position is responsible for the productivity of the team, ensuring there is a positive flow of workload, developmental capability and client experience.
Credit Analysis
Financial Modeling
Intermediate accounting and finance.
Risk management theory and practices.
Financial Planning
Investment and treasury products
Operational process expertise
Security documentation.

Accreditation Requirements:
Post-Secondary degree, CSC and/or Financial Planning designation (CFP/PFP)

Job Requirements

Client:
Lead and model exceptional service at every partner and client interaction.
Ensure partner and client requests are handled professionally and in a timely and efficient manner, bringing in senior management and other business partners when necessary.
Contribute to the ongoing improvement of the partner and client experience

Employee:

Contribute to the success of the business through proactive personal development activities (for self and development of team
Manager, Credit Solutions and Client Service Associate) and achieve knowledge, competency and accreditation requirements for the position by utilizing learning maps (internal Bank courses) and any external courses as required.
Act as a reference point in areas of expertise.
Contribute to a positive working environment
Active and constructive participation in regular meetings, coaching sessions and teambuilding activities

Community:

Promote TD's image within the community through participation and leadership in business and professional groups, initiatives, fundraisers, etc.

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 caring and 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, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals.

Total Rewards at TD