FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing personalized financial services, and conducting advanced credit analysis. Proficient in onboarding processes, risk management, and promoting a comprehensive suite of banking and credit products.
Highest-signal resume keywords
Advanced Credit AnalysisBanking And Credit ServicesClient Relationship ManagementCanadian Securities Course (CSC)Personal Financial Planner (PFP) Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit SolutionsWealth ProductsCash ManagementInvestment KnowledgeOnboarding ProcessesRisk ManagementSales Opportunities IdentificationFinancial Goal AnalysisHigh-Complexity Credit SolutionsCredit And Underwriting Analysis
Soft Skills
Client Follow-UpRelationship ManagementCommunication SkillsProactive EngagementBrand Advocacy
Certifications & Qualifications
Canadian Securities Course (CSC)Investment Funds In Canada (IFIC)Personal Financial Planner (PFP)Certified Financial Planner (CFP)
Industry Keywords
High Net Worth ClientsUltra High Net Worth ClientsPrivate Wealth ManagementFinancial ServicesBanking ProductsCredit ProductsWealth ManagementRisk AppetiteEmerging TrendsBusiness Developments
About the role
Key responsibilities & impact- Onboard and manage relationships with HNW and UHNW clients
- Provide personalized financial services focused on credit solutions
- Support clients’ day-to-day banking and credit needs
- Receive and triage Retail prospect referrals to the appropriate Private Wealth Management area
- Conduct in-depth discovery sessions to understand clients’ financial goals and identify opportunities across Wealth and Bank channels
- Complete onboarding, banking activities, transactions, and high-complexity credit solutions
- Conduct proactive client follow-ups
- Promote the full suite of products, advice, services, banking, and credit capabilities
- Analyze credit and underwriting requests within assigned discretionary limits and established guidelines
- Attract, acquire, and retain customers while identifying sales opportunities and referrals
- Maintain risk management and control processes aligned with risk appetite
- Keep current on emerging trends, business developments, tools, and techniques
- Act as a brand champion for TD Wealth and the bank
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 banking and credit products, services, processes, procedures, and systems
- Advanced credit analysis experience and acumen
- General knowledge across Wealth products and solutions, including credit, cash management, and investments
- Residing in Halifax or Charlottetown
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations with manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support throughout the interview process