Regional Vice President at TD Asset Management managing relationships and sales strategies within Alberta. Leading business development and mentoring associates while maintaining client relationships.
Responsibilities
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
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 and manage opportunities for co-op marketing
Requirements
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
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