Business Development Manager, Private Client Advice

Description

:

This role is responsible for building and managing a strong pipeline of high-net-worth client opportunities through internal and external partnerships.

The focus is on relationship development and pipeline generation, not direct sales or client servicing. Success in this role comes from creating consistent, high-quality referral opportunities for the PCA team.

What you’ll do:

• Build and manage relationships with key TD partners, including TD Wealth and other internal teams
• Develop and maintain external partnerships with professionals and organizations that can generate high-value referrals
• Create and sustain a pipeline of qualified opportunities for the PCA sales team
• Act as the primary point of contact for partners, ensuring strong engagement and ongoing collaboration
• Identify opportunities to expand referral sources and strengthen existing partnerships
• Work closely with PCA sales teams to ensure smooth handoff and visibility of opportunities
• Represent PCA in partner meetings, events, and community engagements
• Maintain awareness of market trends and opportunities within the high-net-worth space

Job Requirements

What we’re looking for:

• Proven experience in business development, partnerships, or relationship-driven roles
• Strong ability to build and maintain relationships across internal teams and external partners
• Experience generating leads or building a pipeline through partnerships or networks
• Strong communication skills with the ability to influence and engage partners
• Ability to manage multiple relationships and priorities effectively
• Strong judgment and ability to identify high-value opportunities
• Ability and willingness to travel as needed to support business objectives

Assets:

• Experience in insurance or financial services
• Experience working with high-net-worth clients or segments
• Existing network within professional or business communities
• OTL license

#LI

Who We Are:

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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, 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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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