At a Glance
- Tasks: Manage client relationships and lead a team to enhance investment strategies.
- Company: Join TD, a leader in wealth management with a focus on client success.
- Benefits: Competitive salary, mentorship opportunities, and a dynamic work environment.
- Other info: Opportunity to influence client engagement and drive innovative investment strategies.
- Why this job: Make a real impact in the finance world while growing your career.
- Qualifications: Bachelor's degree and 7+ years of sales experience in asset management.
Elevate your career with TD as the Vice President, Relationship Manager in Vancouver.
This pivotal role focuses on managing client relationships and selling TD Asset Management strategies within a dynamic territory.
In this senior position within TD Wealth, you will engage with TD Private Investment Counsel and investment advisors while leading and mentoring a dedicated team.
The expectations include growing your assigned territory by leveraging industry intelligence, drafting business plans, and executing sales strategies that enhance client experience and service excellence.
Key
Responsibilities
- Manage and grow a territory of investment advisors
- Lead and mentor Relationship Managers and Business Development teams
- Provide strategic investment counsel to clients
- Design and implement effective business plans
- Collaborate with internal partners for seamless client interactions
Requirements
- Bachelor's degree; industry certifications preferred (CFA, CIM, etc.)
- 7+ years in industry sales experience
- Strong knowledge of asset and wealth management
- Excellent communication and presentation skills
- Passion for capital markets and sales environment
This role is your opportunity to influence client engagement and drive TD's investment strategies. #J-18808-Ljbffr
Vice President of Client Relationships in Vancouver employer: Cari
TD Canada Trust is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities for Branch Managers. Located in Regina, our vibrant work culture fosters collaboration and community involvement, allowing you to make a meaningful impact while delivering outstanding customer experiences. Join us to be part of a team that values your contributions and supports your career aspirations in a dynamic banking environment.
