Regional Vice President

2 weeks ago

Montreal, Quebec, Canada TD Bank Full time
412989BR

Asset Management

Montreal, QC

June 29, 2023

Company Overview

Department Overview


TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering 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 March 31, 2023, TDAM and its affiliates manage over $421 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 into the Director, Eastern Canada Region, the Wholesaler is responsible for managing relationships and selling TD Asset Management strategies within an Advice Distribution territory.


Key Accountabilities:

  • The Regional Vice President (Wholesaler) is responsible for managing an assigned territory
  • Lead and mentor territory Business Development Manager and Business Development Associate
  • Draft and implement a comprehensive business plan
  • Create a segmentation model to ensure excellent service standards
  • Develop new business and increase share of wallet within the region
  • Service, manage and grow existing relationships
  • 20 meetings a week. This includes one on one, group, branch meetings, events and roadshows with investment advisors and portfolio managers
  • Uphold Corporate and Industry sales practices, assess and manage opportunities for coop marketing from both a business and National Instrument perspective taking ownership over the coop process from start to finish through written communication with Investment Advisors.

Requirements:

  • University Degree
  • Preference given to industry accreditations (CFA, CIM, CFP, FCSI)
  • 5+ years of industry sales experience
  • Indepth knowledge of both asset management and wealth management industry
  • Effective presentation and communication skills
  • Strong interest in capital markets
  • Excels in a sales environment
  • Perfectly fluent in French
Hours

37.5

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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