Job Description
Become a Private Banker II with TD Wealth in Edmonton, Alberta, focusing on affluent clients' personalized banking and credit management needs. This high-touch role requires proactive engagement.
As a Private Banker, you'll be responsible for onboarding clients and managing their complex financial services, emphasizing tailored banking solutions. You will analyze credit requests and connect clients with TD specialists to meet their comprehensive financial objectives. Strong communication skills and detailed credit analysis abilities will be essential for your success.
Key Responsibilities:
• Onboard HNW/UHNW clients and manage their banking services
• Conduct in-depth financial assessments to tailor solutions
• Perform complex banking transactions and credit analysis
• Actively follow up with clients to ensure satisfaction
• Promote TD’s full suite of wealth management offerings
Requirements:
• At least 3 years in banking or credit services
• Mandatory com...
As a Private Banker, you'll be responsible for onboarding clients and managing their complex financial services, emphasizing tailored banking solutions. You will analyze credit requests and connect clients with TD specialists to meet their comprehensive financial objectives. Strong communication skills and detailed credit analysis abilities will be essential for your success.
Key Responsibilities:
• Onboard HNW/UHNW clients and manage their banking services
• Conduct in-depth financial assessments to tailor solutions
• Perform complex banking transactions and credit analysis
• Actively follow up with clients to ensure satisfaction
• Promote TD’s full suite of wealth management offerings
Requirements:
• At least 3 years in banking or credit services
• Mandatory com...