Job Location: Edmonton, Alberta, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $81,600 - $115,200 CAD

Job Description

TD Wealth, Private Wealth Management provides high‑net‑worth and ultra‑high‑net‑worth clients with holistic discovery and planning towards customized wealth advice and solutions. Private bankers support everyday banking transactions, personal credit management, and connect clients with TD specialists to manage their wealth management needs. This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients.

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 acro...