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Private Wealth Executive Services is made up of a team of professionals who provide banking and wealth management solutions to existing and retired TD Bank executives. This dedicated team strives to provide a consistent legendary client experience to this unique clientele by leveraging all products and solutions offered by TD as well as collaborating with TD's internal wealth partners to assist them in achieving their retirement and lifestyle goals
CUSTOMER: \u2022 Onboard clients and act as a trusted RM for those introduced to PB from any source (i.e. Private Banking Wealth Advisor (WA)) \u2022 Provide high touch service to client that is in line with their expectations \u2022 Recommend, implement and service of all banking related products and solutions (credit and cash management) \u2022 Apply deep knowledge of the following to ensure that clients receive a legendary HNW client experience: \u2022 Banking products and solutions \u2022 Banking processes systems and operations \u2022 Understand and interpret the elements of Financial Planning Plans (i.e. advice recommendations). \u2022 Assess that PB products/solutions continue to meet client needs, on a proactive basis and make recommendations as needed. \u2022 Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives. \u2022 Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions. \u2022 Understand and assess pre-established financial plans of varying complexity and make banking product/solution recommendations.
SHAREHOLDER: \u2022 Represent Private Wealth Management and TDBG to the general public in a professional manner. \u2022 Identify opportunities in the existing client base to refer to Wealth, Commercial and other parts of TDBG to increase TD's share of wallet. \u2022 Maximize profitability through a consistent application of the Private Banking fees and pricing. \u2022 Maintain up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protect the interests and reputation of TDBG and its clients by continuous compliance to them \u2022 Plan and execute business development activities, review and communicate results, and adjust tactics accordingly \u2022 Promote and offer full suite of products, sales, services and banking capabilities \u2022 Contribute to business objectives for Operational Excellence \u2022 Ensure necessary due diligence to support the accuracy of all customer transactions / activities \u2022 Protect the interests of the organization \u2013 identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary \u2022 Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements \u2022 Participate in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations \u2022 Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts \u2022 Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite \u2022 Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduc
EMPLOYEE TEAM: \u2022 Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest \u2022 Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit \u2022 Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques \u2022 Participate in personal performance management and development activities, including cross training within own team \u2022 Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities \u2022 Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. \u2022 Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships. \u2022 Contribute to a fair, positive and equitable environment that supports a diverse workforce \u2022 Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH \u2022 Knowledge in lending and product solution fulfillment in Banking Products. \u2022 General knowledge across all Wealth products and solutions with deep knowledge of all credit, cash management, investments and specifically complex credit. \u2022 Proven ability to identify Banking, Wealth and Commercial opportunities for referral and fulfillment with other lines of business. \u2022 High degree of capability in building deep relationships with HNW clients and establishing HNW relationships with Private Banking and Private Wealth. \u2022 Work collaboratively with Partners in Private Wealth, Wealth and TD. \u2022 Strong knowledge of banking and risk, operations and procedures. \u2022 Execute business plan(s) and/or contributes to the development of sales strategy \u2022 Adapts integrated plans and priorities to meet sales operational objectives \u2022 Anticipates longer term resource requirements \u2022 Identifies and solves complex sales operational problems \u2022 Communicates difficult sales concepts; converts information to compelling sales opportunities; influences and gains alignment across increasingly senior stakeholders
EXPERIENCE & EDUCATION: \u2022 Undergraduate Degree \u2022 Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) \u2022 Completion of the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation \u2022 Professional designations such as the Certified Retirement Specialist (CRS), Chartered Strategic Wealth Professional (CSWP), Chartered Investment Manager (CIM), Trust & Estate Practitioner (TEP) are desirable
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.