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Added 1 day ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Added 1 day ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 2 days ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Added 2 days ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
…strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning…
Added 2 days ago
RC
Tax Manager - Private Company
RSM Canada
Calgary, AB
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 2 days ago
RC
Tax Senior Manager - Private Company
RSM Canada
Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 2 days ago
W
Tax Principal
W3Global
Oakville, ON
- Full-time
Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
Added 2 days ago
T
Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 2 days ago
RU
Tax Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 2 days ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 3 days ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 3 days ago
T
Trust Officer
TD
Windsor, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 4 days ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 4 days ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 4 days ago
Lead, Investment Compensation & Taxation
ONEX
Toronto, ON
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 4 days ago
O
Lead, Investment Compensation & Taxation
Onex
Toronto, ON
- Full-time
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 4 days ago
T
Credit Analyst I
TD
Vancouver, BC
- Full-time
TD Wealth is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Private Investment…
Added 4 days ago
Investment Support Officer
Scotiabank
ON · Mississauga, ON
Prepare and post applicable journal vouchers, cheque or IBT requisitions, and manual tax forms and submit to Team Leader and/or Manager for authorization in order to facilitate the…
Added 5 days ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
The Company: Our client, Fuller Landau LLP, is a dynamic accounting, tax, and advisory firm with over 150 professionals. They work with leaders of private businesses, high-net-worth…
Added 5 days ago
OC
Office Manager
Options Consulting Solutions
Toronto, ON
- $75,000 to $130,000 CAD / year
- Full-time
A small, fast-paced and highly confidential Family Office is making its first dedicated hire. The Office Manager will handle bookkeeping, portfolio administration and general office…
Added 5 days ago
NC
Senior Manager, Tax (Contract)
Northleaf Capital Partners
Toronto, ON
- Contract
Northleaf is currently recruiting for a Senior Manager, Tax. Reporting to the Managing Director, Tax, the Senior Manager, Tax will support the tax related transaction structuring, asset…
Added 5 days ago
NC
Senior Manager, Tax (Contract)
Northleaf Capital Partners
Toronto, ON
- Full-time
Northleaf is currently recruiting for a Senior Manager, Tax. Reporting to the Managing Director, Tax, the Senior Manager, Tax will support the tax related transaction structuring, asset…
Added 5 days ago
T
Wealth Planning Specialist
TD
AB
- Full-time
As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate…
Added 6 days ago
PC
PwC Private, Manager Bilingual (EN/FR)
Pwc Canada
Montreal, QC · Quebec, QC
- Full-time
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their…

Credit Analyst I

Vancouver, BC, Canada

$69,700 - $98,400 CAD · Full-time

Apply About employer

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Job details

Pay: $69,700 - $98,400 CAD
Job type: Full-time
Apply by: Nov 10, 2026
Experience: 3- 5 years' experience in personal or real estate credit
Posting language: English
Posted: Oct 27, 2026

Original job description

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

Credit Management

Pay Details:

$69,700 - $98,400 CAD

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 is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Private Investment Advice, Private Investment Counsel, Financial Planning, Private Banking, Private Trust, Wealth Insurance and Wealth Advisory Services.

The Credit Solutions Group is focused on helping to create and implement complex structured financial solutions providing superior risk adjusted after-tax rewards for Ultra High Net Worth and High Net Worth individuals, families, and business leaders. The department brings value through custom loan structures that help private Banking clients build net worth, protect what matters, implement tax-efficient strategies and leave a legacy.

The target market includes UHNW and HNW individuals and their families, successful business entrepreneurs and professionals.

The group has direct accountability and responsibility to assist and educate Private Banking managers and their teams across the country in credit structures.

Job Description:

Reporting to the Regional Credit Manager, you will be working with Private Bankers to provide dedicated support to Private Banking clients while delivering a legendary experience. The Credit Analyst is primarily responsible for structuring credit, with focus on assessing credit worthiness or risk of potential customers by examining credit history of the applicant, the purpose of the credit facility, debt serviceability, and identifying any potential financial risks involved.

Key accountabilities are:

Support Private Bankers in booking new business by structuring, assessing and submitting for adjudication competitive credit requests in a timely manner to meet customer needs
Assess credit risk in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, and risk policies) to increase profitability and enable business growth
Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Utilize sales platform to build a robust understanding of our customers' / prospects' needs
Constantly build knowledge of the market, customers, and broader economic factors and have an expert understanding of the Bank's Retail Credit Policies and Procedures and being able to interpret and apply them effectively
Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities
Assist Private Bankers in cross selling the full range of products to existing and new customers, as applicable to maximize revenue/profit and retention of relationships based on the risk profile of the customer
Deliver the Bank by recommending, introducing, and referring appropriate Wealth and TDBFG Business Partners and Products
Be actively involved in ensuring the Private Banking Market being supported meets or exceeds its LEI target.
Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Acts as a subject matter expert and/or a resource for others

Job Requirements:

3- 5 years' experience in personal or real estate credit
Experience with complex credit would be considered an asset
Strong customer service orientation
The ability to engage in active dialogue with internal and external stakeholders
Solid credit, analytical and problem-solving skills.
Excellent communication and organizational skills.
Strong team player

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

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More about this job

Responsibilities

The Credit Analyst is responsible for structuring credit facilities and assessing the creditworthiness and risk of potential Private Banking clients. They support Private Bankers in booking new business while ensuring compliance with internal risk policies and delivering exceptional customer service.

Requirements

Candidates must have 3-5 years of experience in personal or real estate credit, with complex credit experience considered an asset. Strong analytical, communication, and problem-solving skills are required to effectively manage credit risk and support client relationships.

Skills

Credit analysis
Risk assessment
Financial analysis
Credit structuring
Debt serviceability
Customer service
Analytical skills
Problem-solving
Communication skills
Organizational skills
Teamwork
Relationship management
Financial controls
Retail credit policies

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Credit Analyst
Private Banking
Credit Risk
Wealth Management
Financial Solutions
Credit Adjudication
Risk Policies
Debt Serviceability
Relationship Management
Financial Controls
Retail Credit
Business Growth
Client Experience
Cross-selling
Market Knowledge
Economic Factors
Regulatory Requirements
Portfolio Management
Loan Structures
Banking

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