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TD

Private Banker, Level II

TD

Private Banker II at TD Wealth managing HNW and UHNW client relationships. Onboarding and providing tailored banking and credit solutions in a high-touch engagement model.

Posted 7/23/2026full-timeHalifax • 🇨🇦 CanadaMid-LevelSenior💰 CA$43,300 - CA$56,700 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in onboarding and managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, with a strong focus on advanced credit analysis and financial planning. Proficient in conducting discovery sessions to align financial goals with appropriate banking and credit solutions.

Highest-signal resume keywords
Advanced Credit AnalysisClient Relationship ManagementBanking Services ExperienceCanadian Securities Course (CSC)Personal Financial Planner (PFP) Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Credit AnalysisBanking ActivitiesFinancial Goal AssessmentUnderwriting RequestsTransaction Management
Soft Skills
Proactive Client Follow-UpCommunication SkillsCustomer Retention
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 ProductsCredit SolutionsBusiness Objectives

About the role

Key responsibilities & impact
  • Onboarding and managing relationships with HNW and UHNW clients
  • Conducting in-depth discovery sessions to understand clients' financial goals
  • Performing banking activities, transactions, and high complexity credit solutions
  • Conducting proactive client follow-ups to ensure expectations are met
  • Promoting the full suite of products and services
  • Analyzing credit and underwriting requests as per guidelines
  • Contributing to business objectives by attracting, acquiring, and retaining customers

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 a range of products and services, processes, procedures, and systems
  • Advanced credit analysis experience and acumen to provide clients with appropriate advice

Benefits

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