JOB DESCRIPTION:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive 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 December 31, 2024 TDAM and its affiliates manage over $459 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.
TDAM’s Advisor Distribution division is responsible for managing client relations and promoting a range of mutual funds, ETFs and SMAs through a sales and service team of over 100 people.

JOB DESCRIPTION

Reporting to the Director, Internal Distribution, the Vice President, Relationship Manager is responsible for managing relationships and selling TD Asset Management strategies within a TD Private Wealth Management territory (this role supports Metro West).

KEY ACCOUNTABILITIES

• Responsible for growing and managing an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers
• Leads and mentors territory Relationship Managers and Business Development Managers
• Becomes an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel
• Drafts and implements a comprehensive business plan
• Creates a segmentation model to ensure excellent customer service
• Develops new business and increases share of wallet within the region
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience
• Becomes a highly specialized resource on TD platforms, products and processes
• Plans and executes sales activities to attract, retain and acquire clients
• Meets activity targets
• 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)
• 7+ 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
  Travel Required

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details