ACCOUNTABILITIES:
- Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.
- Perform in-depth discovery sessions with clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels.
- Perform / complete all onboarding, banking activities, transactions and high complexity credit solutions.
- Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans.
- Promote and offer full suite of products, advice, services, banking and credit capabilities.
- Analyze credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.
- Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers and identifying sales opportunities and referrals.
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
- Keep current on emerging trends or developments and grow knowledge of the business, related tools and techniques.
- Act as a brand champion for your business area/function and the bank, both internally and/or externally.
EDUCATIONAL REQUIREMENTS
- Post-Secondary or Undergraduate degree, preferred.
- Highly skilled professional with minimum 3+ years of experience in providing banking and credit services.
- 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 within 36months from start date.
- Requires advanced understanding of a range of product and services, processes, procedures and systems to provide clients with options and advice on moderately complex banking and credit activities.
- Advanced credit analysis experience and acumen to provide clients with the appropriate level of advice to support their unique / specialized financial needs.
- General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit.
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 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’ve 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’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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