Private Banker II specialists in Halifax deliver advanced credit analysis and personalized banking services for TD Wealth clients. This role uses a high touch engagement model.
As a Private Banker II, you manage relationships with high net worth and ultra-high net worth clients. You provide day-to-day banking, complex credit solutions, and personalized financial services. You connect clients with TD specialists supporting broader wealth needs.
Key Responsibilities:

Onboard clients and complete banking activities and transactions
Analyze credit requests within assigned discretionary limits
Conduct discovery sessions identifying financial goals and opportunities
Follow up proactively on complex client needs
Promote banking, credit, advice, and service capabilities
Requirements:

Minimum three years providing banking and credit services
Advanced credit analysis experience and professional acumen
Post-secondary or undergraduate degree preferred
Completion of Canadian Securities Course or Investment Funds in Canada
Willingness to complete PFP or CFP within 36 months
Apply private banking expertise, advanced credit analysis, and relationship management skills supporting TD Wealth clients in Halifax.

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Private Banker Credit Solutions Halifax