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Regional Vice President

1 month ago

Toronto, Ontario, Canada TD Full time
Regional Vice President (Wholesaler) - TD Asset Management

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $90,000 - $110,000 CAD. This role is eligible for commission-based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive 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 June 30, 2024, TDAM and its affiliates manage over $434 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.

Reporting into the Director, Central Canada, the Regional Vice President (Wholesaler) is responsible for managing relationships and selling TD Asset Management strategies (ETFs, Mutual Funds, and SMAs) within an Advice Distribution territory.

Territory: Southwest Ontario

Key Accountabilities:

  • Manage 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
  • Conduct 20 meetings a week, including 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 co-op marketing from both a business and National Instrument 81-105 perspective

Skills & Experience Required:

  • University Degree
  • Preference given to industry accreditations (CFA, CIM, CFP, FCSI)
  • 5+ years of industry sales experience
  • In-depth knowledge of both asset management and wealth management industry
  • Effective presentation and communication skills
  • Strong interest in capital markets
  • Excels in a sales environment
  • Travel required

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.

Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements.

Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

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