Networking Event, Private Banking - Montréal, Canada - TD Bank

TD Bank

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

400601BR

Wealth Management

Montreal, QC

February 23, 2023

Company Overview

Department Overview

TD Wealth, Private Wealth Management (PWM) is focused on the delivery of a legendary client experience to high-net worth (HNW) clients.

PWM leverages a distinct discovery process and an integrated team-based approach to build a wealth strategy that reflects each client's unique needs.

As part of the commitment to OneTD, team members will collaborate closely to fully franchise the client and deliver a full spectrum of PWM services - Private Banking, Private Investment Advice, Private Investment Counsel, Private Trust, Wealth Advisory Services and Wealth Insurance Services.

Job Description:

Spring forward in your Career
TD Networking event, Private Banking

TD Wealth Management Private Banking is hosting an exclusive networking event in Montreal on March 22, 2023

If you are a Private Banker or an Associate Private Banker in Private Wealth Management, join us and have the chance to build connections and to discover TD's unique offering that will allow you to accelerate your career in Wealth Management.

Our special guests include:
-
Suzanne Tremblay

Region Head, TD Wealth Management
Quebec and Atlantic

-
Teresa Malowany

Market Manager, Specialized Services

-
Noura Hachimi-Idrissi

Assistant Market Manager
You will also have the chance to meet other leaders and employees in Wealth Management
TD Wealth Management is growing sustainably. We want you to be part of the growth at this exciting time.
Next steps:

Requirements:

Undergraduate Degree
Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
Completion of the Financial Planner Designation (IQPF) or willing to complete within the first 18 months of employment
Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are desirable.

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.