Job Description

Private Banking Associate

426347BR
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
We\xe2\x80\x99re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.
Department Overview
The Private Banking Associate is a relationship management role with a focus on offering day to day banking and simple credit solutions to High Net Worth (HNW) clientele in a virtual/phone-based engagement model and performing administrative and support services as required. Reporting into Private Banking National Office the successful candidate will work in a team-based Regional Pod model with other virtual/phone-based Private Bankers providing dedicated client relationships. The Private Banking Associate will partner with Senior Private Bankers, Market Manages, Investment Management Advisors and with the centralized Credit Solutions team to provide clients with integrated financial solutions.
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 follow-ups in a periodic fashion to ensure client expectations are being met and resolving any outstanding items.
• Maximizing business opportunities and profitability by consistently applying Private Banking fees and pricing.
• 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 up-to-date 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 \xe2\x80\x93 oral and written
• Flexibility to work on shift schedules between 8am to 8pm (Local Time)

Virtual model \xe2\x80\x93 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 \xe2\x80\x94 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 personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because 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 includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they\xe2\x80\x99ll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\xe2\x80\x99ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\xe2\x80\x99re here to support you towards your goals. As an organization, we keep growing \xe2\x80\x93 and so will you.
Inclusiveness
Our Commitment to Diversity, Equity, and Inclusion
At TD, we\xe2\x80\x99re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\xe2\x80\x99re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Accommodation
Your accessibility is important to us. Please let us know if you\xe2\x80\x99d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\xe2\x80\x99s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\xe2\x80\x99s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!
Job Family
Private Banking
Job Category(s)
Wealth Management
Business Line
TD Wealth
Careers Web Site Cities
Canada-Alberta-Calgary
Country
Canada
**Province/State (Primary)
Alberta
City (Primary)
Calgary
Job Expires
08-Dec-2023