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TD

Private Banker

TD

Private Banker in TD Wealth managing relationships and banking needs for HNW & UHNW clients. Focused on onboarding and providing credit management solutions.

Posted 7/16/2026full-timeWhitby • 🇨🇦 CanadaMid-LevelSenior💰 CA$81,600 - CA$115,200 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients while providing personalized financial services, particularly in credit solutions. Proficient in analyzing credit requests and maintaining risk management practices.

Highest-signal resume keywords
Client Relationship ManagementCredit Solutions ExpertiseBanking Services KnowledgeCanadian Securities Course (CSC)Personal Financial Planner (PFP) Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Credit AnalysisUnderwritingFinancial Goal DiscoveryRisk ManagementBanking Services
Soft Skills
Proactive CommunicationClient Follow-Up
Certifications & Qualifications
Canadian Securities Course (CSC)Investment Funds in Canada (IFIC)Personal Financial Planner (PFP)Certified Financial Planner (CFP)
Industry Keywords
High Net Worth (HNW)Ultra High Net Worth (UHNW)Financial ServicesCredit Solutions

About the role

Key responsibilities & impact
  • Onboarding and managing relationships with affluent HNW & UHNW clients
  • Providing personalized financial services with a focus on credit solutions
  • Performing in-depth discovery sessions to understand financial goals
  • Conducting frequent proactive client follow-ups
  • Analyzing credit and underwriting requests
  • Maintaining a culture of risk management and control

Requirements

What you’ll need
  • Post-Secondary or Undergraduate degree, preferred
  • 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 36 months from start date
  • Advanced understanding of banking and credit services products

Benefits

Comp & perks
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs