Vice President, Relationship Manager - TD Asset Management

Overview

This role is based in Vancouver, British Columbia, Canada, and involves 37.5 hours per week.

The Vice President, Relationship Manager reports to the Director, Internal Distribution and is responsible for managing relationships and selling TD Asset Management strategies within a TD Private Wealth Management territory.

Responsibilities

• Grow and manage an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
• Lead and mentor territory Relationship Managers and Business Development Managers.
• Serve as an indispensable business partner by providing industry intelligence, business strategy, and investment counsel.
• Draft and implement a comprehensive business plan.
• Create a segmentation model to ensure excellent customer service.
• Develop new business and increase share of wallet within the region.
• Collaborate with internal partners to maximize distribution effectiveness and provide a seamless client experience.
• Become a highly specialized resource on TD platforms, products, and processes.
• Plan and execute sales activities to attract, retain, and acquire clients.
• Meet activity targets.
• Stay current on emerging issues, trends, and evolving regulatory requirements, and assess potential impacts.
• Uphold corporate and industry sales practices, assess and manage opportunities for co-op marketing from both a business and National Instrument 81-105 perspective, and take ownership of the co-op process from start to finish through written communication with Investment Advisors.

Requirements

• University degree.
• 7+ 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.
• Proven ability to excel in a sales environment.
• Travel required.

Preferred Qualifications

• Preference given to industry accreditations (CFA, CIM, CFP, FCSI).

Compensation & Benefits

• Base pay: $96,900 - $136,800 CAD.
• Eligible for a discretionary variable compensation award that considers business and individual performance.
• Comprehensive Total Rewards package includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
• Base pay offered may vary based on skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Additional Information

• This job opportunity is subject to provincial regulation for employment purposes.
• Language requirement (Quebec only): Sans Objet.
• Training and onboarding will be provided.
• Accommodation is available during the interview process upon request.