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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$43k–$57k/yr
Full-time
bachelor degree, professional certificate
Health and well-being benefits, Savings and retirement programs, Paid time off, Banking benefits and discounts, Career development, Reward and recognition programs
Posted 20d ago
Apply by Aug 14
~38 hrs/week
Responsibilities
The role involves onboarding and managing relationships for high-net-worth and ultra-high-net-worth clients, focusing on personalized banking and complex credit solutions. The Private Banker acts as a primary point of contact, coordinating with other TD specialists to meet the client's overall financial goals.
Requirements
Candidates should have a post-secondary degree and at least 3 years of experience in banking and credit services. Required certifications include CSC or IFIC, with a commitment to obtain PFP or CFP designations within 36 months.
Full job description
Work Location:
Halifax, Nova Scotia, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$43,300 - $56,700 CADThis role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Department Overview
TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW & UHNW clients. Our Private Bankers support everyday banking transactions, personal credit management. Our Private Bankers support our client's banking needs while connecting them with the right 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. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch engagement model, bringing in experts from other parts of Wealth and the Bank to support a client's overall financial plans and needs.
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.
This opportunity is open to candidates residing in Halifax, Moncton, Saint John, Fredericton, Charlottetown, and St. John's.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
Related keywords
Private BankingHigh Net WorthUltra High Net WorthCredit ManagementCanadian Securities CourseCSCInvestment Funds in CanadaIFICPersonal Financial PlannerPFPCertified Financial PlannerCFPUnderwritingWealth ManagementCredit AnalysisFinancial Services
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
personal & commercial bankingbrokerage servicesmutual fundsasset managementinsurancecapital markets products & servicesServices bancaires personnels et commerciauxservices de courtagefonds communs de placementgestion de placements
How many Consulting jobs are open in Halifax, Canada right now?
There are currently 162 open consulting positions in Halifax, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Halifax, Canada?
Companies currently hiring include KPMG Canada, AECOM, MUFG Investor Services, Kainos, NTT DATA North America, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Halifax, Canada?
Yes — 90 of the 162 open consulting positions offer remote or hybrid work (16 remote, 74 hybrid).
How do I apply for Consulting jobs in Halifax, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.