Relationship Manager - Advisor Distribution - Central Canada

at  TD Bank

JOB DESCRIPTION:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative and passive portfolio management. As of March 31, 2024, TDAM and its affiliates manage over $427 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

KEY ACCOUNTABILITIES

• Responsible for co-managing an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
• Mentors the Business Development Manager, providing guidance on analytics and business development strategies
• Becomes an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel
• Executes on the business plan, meets activity targets and ensures excellent customer service
• Plans and executes sales activities to attract, retain and acquire clients
• Develops new business and increases share of wallet within the region
• Works collaboratively with internal partners to maximize distribution effectiveness and provides a seamless client experience
• Becomes a highly specialized resource for TD platforms, products and processes
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Upholds corporate and industry sales practices, assesses and manages opportunities for co-op marketing from both a business and National Instrument 81-105 perspective taking ownership over the co-op process from start to finish through written communication with Investment Advisors

SKILLS & EXPERIENCE REQUIRED

• University degree
• Preference given to industry accreditations (CFA, CIM, CFP, FCSI)
• 5+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment
• Fully fluent in French (for Quebec Region)

Please refer the Job description for details