Regional sales leader coaching Sun Life Global Investments’ Western Canada wealth distribution team. Driving sales targets, team development, and investment - product distribution across Calgary and Vancouver.
About the role
- 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
- Effective presentation and communication skills
- Strong interest in capital markets
- Excels in a sales environment
- Travel required
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Managing Vice President leading Pariveda’s Toronto consulting practice. Driving C - suite relationships, sales, delivery, P&L, and leadership development for a strategy and technology services firm.
VP Strategist leading AI strategy, governance, evaluation, and complex client engagements. Shaping production - ready enterprise AI systems at Robots & Pencils.
VP Product Innovation creating and scaling AI - enabled software products for higher education institutions. Building new ventures, innovation pipelines, and agentic product - development practices.
McKesson healthcare executive leading global HR support and workforce administration operations. Driving service delivery, automation, governance, and enterprise HR transformation.
VP Product Innovation shaping Modern Campus education technology for colleges and universities. Driving products across the modern learner journey and lifelong learning.
RBC banking leader overseeing commercial lending teams and mid - market financing solutions. Coaching credit professionals and managing loan structuring, underwriting, approvals, and portfolios.
RBC banking leader overseeing commercial financing specialists and credit operations. Driving sales, client loyalty, team performance, and risk - balanced growth across Northeastern Ontario.
Global marketing executive driving demand generation and go - to - market execution for AllCloud’s AI - led cloud services. Coordinating regional teams, sales, and technology partners across the US and Canada.
VP of Delivery owning North American technology delivery for Two Circles, a sports and entertainment marketing company. Leading resource planning, delivery operations, commercial visibility and regional delivery leaders.