At a Glance
- Tasks: Lead investment sales and connect advisors with TD Asset Management strategies.
- Company: Join TD, a leader in asset management and investment solutions.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth in a supportive team atmosphere.
- Why this job: Make an impact in the finance world while building valuable relationships.
- Qualifications: University degree and five years of industry sales experience required.
The predicted salary is between 81000 - 99000 $ per year.
Lead investment sales across Toronto's TD PWM territory, connecting advisors with TDAM strategies through communication and capital markets knowledge.
Reporting to the Director, Internal Distribution, the Relationship Manager manages client relationships and sells TD Asset Management strategies.
You will support TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
The position emphasizes sales execution, client acquisition, distribution effectiveness, and specialized knowledge of TD platforms, products, and processes.
Key Responsibilities
- Manage assigned advisor and portfolio manager relationships
- Plan and execute activities attracting, retaining, and acquiring clients
- Meet business plan and activity targets
- Maximize distribution effectiveness with internal partners
- Assess regulatory impacts and co-op marketing opportunities
Requirements
- University degree
- Five or more years of industry sales experience
- In-depth asset management knowledge
- In-depth wealth management knowledge
- Preference for CFA, CIM, CFP, or FCSI accreditation
Apply investment sales, relationship management, and regulatory awareness while representing TDAM strategies to wealth advisors.
Investment Sales Relationship Manager in Toronto 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.
