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Regional Vice President (Wholesaler) - TD Asset Management
Regional Vice President (Wholesaler) - TD Asset ManagementThe Toronto-Dominion Bank (Canada) • Alberta,Edmonton, Street Northwest,
Regional Vice President (Wholesaler) - TD Asset Management

Regional Vice President (Wholesaler) - TD Asset Management

The Toronto-Dominion Bank (Canada) • Alberta,Edmonton, Street Northwest,
5 days ago
Job type
  • Full-time
Job description

Description

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

Territory : Alberta

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 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
  • 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

    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. 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

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    Regional Vice President Wholesaler TD Asset Management • Alberta,Edmonton, Street Northwest,

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