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Private Banking Client Service Associate
TD SecuritiesEdmonton, Alberta$52,700 - $74,4003+ years
Apply Work Location:
Edmonton, Alberta, CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$52,700 - $74,400 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 & 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 Banker's support everyday banking transactions, personal credit management and support our client's banking needs while connecting them with the right TD Specialists to manage their wealth management needs.
This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.
Accountabilities:
Provide exceptional client service at every customer interaction
Assist in client onboarding and recommending retail solutions
Be alert for opportunities to expand existing client and prospect relationships
Produce reports and compose correspondence as required
Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Skills & Education:
Undergraduate degree is preferred
3 years relevant experience
Demonstrated experience in Private Banking or experience in dealing with affluent clients is required
Thorough knowledge of Retail Banking products, systems, and services
Knowledge & understanding of commercial and retail credit principles
A self-starter that works with minimal supervision
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.
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/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d 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.
We look forward to hearing from you!
Language Requirement (Quebec only):
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$52,700 - $74,400