Vice President, Relationship Manager
Posted 1hrs ago
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Job Description
Vice President managing advisor relationships and selling TD Asset Management investment strategies. Leading distribution teams and growing business across a TD Private Wealth Management territory.
Responsibilities:
- Manage relationships and sell TD Asset Management strategies within a TD Private Wealth Management territory
- Grow and manage an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers
- Lead and mentor territory Relationship Managers and Business Development Managers
- Provide industry intelligence, business strategy, and investment counsel
- Draft and implement a comprehensive business plan
- Create a segmentation model to ensure excellent customer service
- Develop new business and increase share of wallet within the region
- Collaborate with internal partners to maximize distribution effectiveness and provide a seamless client experience
- Serve as a specialized resource on TD platforms, products, and processes
- Plan and execute sales activities to attract, retain, and acquire clients
- Meet activity targets
- Monitor emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Uphold corporate and industry sales practices
- Assess and manage co-op marketing opportunities and own the co-op process from start to finish through written communication with Investment Advisors
- Travel as required
Requirements:
- University Degree
- 7+ years of industry sales experience
- In-depth knowledge of the asset management and wealth management industry
- Effective presentation and communication skills
- Strong interest in capital markets
- Excels in a sales environment
- Preference given to industry accreditations such as CFA, CIM, CFP, or FCSI
- Subject to applicable provincial employment regulations in Canada
Benefits:
- Variable compensation award based on business and individual performance
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process




















