Regional Vice President, Wholesaler

Posted 2 weeks ago

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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 type

Full Time

Experience level

Lead

Salary

CA$100,000 - CA$125,000 per year

Degree requirement

Bachelor's Degree

Location requirements

RemoteCanada

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