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financial planner

Title posted on CareerBeacon - Senior Private Banker - Business Owner

Posted on May 02, 2025 by Employer details TD Bank

Job details

Work Location:Vancouver, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$91,200 - $136,800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:TD Wealth, Private Wealth Management provides high-net worth &amp; ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients. Our Private Bankers support everyday banking transactions, personal credit management. Our Private Bankers support our client's banking needs while connecting them with the right TD specialists to manage their wealth management needs.TD's Private Bankers support clients in Premium Banking Solutions, Tailored Credit Strategies, Cross-border Banking, and Commercial Banking.The Senior Private Banker ? Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial services, with significant focus on complex credit solutions to high net worth and ultra-high net worth clients that are referred to TD Wealth from Business Banking. This role offers a white glove service experience to the highest value and sophisticated Private Banking clients, offering them day-to-day banking, financial and complex credit solutions. Working in close partnership with other parts of Wealth and the Bank to support a client's overall financial plans and needs. AccountabilitiesAcquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clientsOnboard clients and act as a trusted RM for those introduced to PB from TD Commercial BankingWork closely with Commercial Banking &amp; Business Banking partners to support a One TD model when dealing with client requirements.Recommend, implement and service of all banking related products and solutions (medium to high complexity credit solutions and cash management). Understand Commercial Banking products and services to support the overall client relationship.Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutionsPerform in-depth Discovery sessions with clients to understand their goals and objectives and identify franchising opportunities within PWM and other TDBG Channels to increase TD's Share of WalletIdentify referral opportunities and coordinate a team of One TD Partners/Advisors to work collaboratively to execute an integrated plan with the goal of consolidating assets and ensuring TD is primary Financial Institution for HNW Business Owner clientsLead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationshipsMaintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagementUnderstand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.Educational Requirement