Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$85,000 - $115,000 CAD

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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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, 2024, TDAM and its affiliates manage over $427 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 to the Director, Internal Distribution, the Relationship Manager is responsible for managing relationships and selling TD Asset Management strategies within a TD PWM territory.

Key Accountabilities

• Responsible for co-managing an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
• Mentors the Business Development Manager, providing guidance on analytics and business development strategies
• Becomes an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel
• Executes on the business plan, meets activity targets and ensures excellent customer service
• Plans and executes sales activities to attract, retain and acquire clients
• Develops new business and increases share of wallet within the region
• Works collaboratively with internal partners to maximize distribution effectiveness and provides a seamless client experience
• Becomes a highly specialized resource for TD platforms, products and processes
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
• Upholds corporate and industry sales practices, assesses and manages opportunities for co-op marketing from both a business and National Instrument 81-105 perspective taking ownership over the co-op process from start to finish through written communication with Investment Advisors

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

• Fully fluent in French (for Quebec Region)

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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. Learn more

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, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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!

Language Requirement (Quebec only):

Sans Objet