At a Glance
- Tasks: Lead and grow TD Private Wealth Management relationships while mentoring a dynamic team.
- Company: Join TD Asset Management, a leader in wealth management with a collaborative culture.
- Benefits: Competitive salary, travel opportunities, and professional development in a thriving industry.
- Other info: Exciting opportunity for career growth in a fast-paced environment.
- Why this job: Make a significant impact in wealth management and lead innovative investment strategies.
- Qualifications: University degree and 7+ years of sales experience in asset and wealth management.
The predicted salary is between 121500 - 148500 $ per year.
Lead TD Asset Management relationships in Calgary through wealth management expertise, capital markets interest, and strategic advisor engagement. Travel is required for this position. You will manage TD Private Wealth Management territories and sell TDAM investment strategies. Reporting to the Director, Internal Distribution, you will serve advisors and portfolio managers across TD Private Investment Counsel and Private Investment Advice. The work combines territory growth, investment counsel, business planning, sales execution, and relationship leadership within TDAM’s Advisor Distribution division.
Key Responsibilities:
- Grow and manage an assigned TD Private Wealth Management territory
- Lead and mentor Relationship Managers and Business Development Managers
- Provide industry intelligence, business strategy, and investment counsel
- Develop business plans and customer segmentation models
- Execute sales activities and increase regional share of wallet
Requirements:
- University degree
- Seven or more years of industry sales experience
- Asset management and wealth management industry knowledge
- Effective presentation and communication skills
- Strong interest in capital markets; travel required
Apply relationship leadership, investment counsel, and sales expertise to expand TDAM distribution across TD wealth management.
Vice President Wealth Relationship Manager in Calgary employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
