Senior Private Banker – Business Owner

Senior Private Banker – Business Owner

Requirements

• Undergraduate Degree
• Minimum 7-10 years of experience in providing banking and credit services
• Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) within 3 years of start date
• Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 3 years of start date

Responsibilities

• Acquire new HNW and UHNW clients through internal and external sources with a focus on Commercial Banking clients
• Onboard clients and act as a trusted RM for those introduced to PB from TD Commercial Banking
• Work closely with Commercial Banking & Business Banking partners to support a OneTD 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)
• Stay highly engaged with Credit Solutions Group (CSG) to offer highly complex credit solutions
• Perform 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 Wallet
• Identify 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 clients
• Lead, motivate and develop relationships with internal and external business partners/stakeholders to develop productive working relationships
• Maintain an active pipeline of clients referred and establish contact planning practices to drive continued client engagement
• Understand 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

Preferred Qualifications

• Strong entrepreneurial spirit with a proven track record of prospecting and successfully signing new clients
• Strong product knowledge across all asset classes that enable wholesome discussions on various wealth topics (tax planning techniques & structure i.e. holdco, opco, family trust, cross border issues etc.)
• Ability to influence relationships and broad network of external advisors
• Proven experience communicating difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders
• Possess deep knowledge of all Banking Products and credit, cash management, investments and specifically complex credit
• Proven ability to identify Banking, Wealth and Commercial opportunities for referral and fulfillment with other lines of business
• Strong knowledge of banking and risk, operations and procedures