Senior Private Banker

at  TD Bank

Peterborough, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Jan, 2025USD 91200 Annual26 Oct, 20245 year(s) or abovePfp,Canadian Securities Course,Cim,CompletionNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

EXPERIENCE AND / OR EDUCATION

  • Post-Secondary or Undergraduate degree (in related field) preferred and / or
  • 5+ years relevant experience
  • Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
  • Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36months from start date
  • Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are desirable.

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.

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Diploma

Proficient

1

Peterborough, ON, Canada