Teams at TD Bank

Advises high-net-worth business owners on tax, business succession, estate, and wealth planning. Develops customized plans, researches complex tax matters, presents recommendations, coordinates with banking and external professionals, supports client development and retention, and ensures documentation complies with regulatory requirements. The role also delivers educational presentations, builds professional networks, tracks opportunities, mentors colleagues, and promotes integrated TD Wealth solutions.

Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following regulations and procedures. Assesses customer needs, recommends banking solutions, resolves concerns, promotes products, and meets business goals. Builds positive customer relationships, maintains confidentiality, supports team effectiveness, and identifies operational improvements. Requires strong administrative, organizational, communication, time-management, and customer-service skills, plus proficiency with Microsoft Office and internet tools.

Manages and grows a commercial banking portfolio by acquiring and retaining business customers, selling credit and non-credit products, conducting credit analysis, preparing applications, monitoring risk, renewing facilities, and developing referral and stakeholder relationships. The role delivers customer service, meets sales and profitability targets, ensures regulatory compliance, and provides industry knowledge and mentorship.