Associate – Retail and Wealth Distribution

TD Securities Limited; Toronto; On-site; CAD 100,000 - 135,000; Full time

Job summary

An established industry player is seeking an Associate for Retail and Wealth Distribution. In this dynamic role, you will develop and administer sales efforts in the retail network for Foreign Exchange and Precious Metals services. You will be responsible for building relationships, coaching retail employees, and executing business plans to drive growth. This position offers the opportunity to work independently while maximizing product sales and enhancing the retail experience. Join a team committed to colleague development and a supportive work environment, where your contributions will make a significant impact.

Benefits

Competitive Benefits Plan

Training and Onboarding Sessions

Growth Opportunities

Work-Life Balance Support

Qualifications

• Self-starter with strong initiative and creativity to attract new clients.
• Strong sales/marketing background with knowledge of treasury products.

Responsibilities

• Drive results as the lead coordinator and product expert in Ontario.
• Develop business plans to source and acquire new foreign exchange clients.

Skills

Sales and Marketing

Networking

Presentation Skills

Analytical Skills

Problem Solving

Time Management

Education

Post Secondary Education in Business, Economics, Finance or Accounting

Completion of Canadian Securities Course

CFA designation or enrolment

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Associate – Retail and Wealth Distribution

Join to apply for the Associate – Retail and Wealth Distribution role at TD Securities.

Work Location:
Toronto, Ontario, Canada

Hours: 37.5

Line Of Business: TD Securities

Pay Details: $100,000 - $135,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Job Description:

TD Securities provides a wide range of capital market products and services to corporate, government, and institutional clients who choose us for our knowledge, innovation, and experience in the following key areas of finance: Investment and Corporate Banking, Capital Markets, Interest Rate, Precious Metals, Currency and Derivative Products. The Associate (internally referred to as Retail Business Development Manager) is responsible for developing and administering the Enterprise Distribution sales efforts in the retail network for Foreign Exchange (FX), Precious Metals and Direct Trade FX services.

Accountabilities:

• Effectively work independently and own your business in order to drive results and act as the lead coordinator, prime contact, and product expert for TDS in Ontario with a focus on the Greater Toronto Area.
• Develop and execute a business plan designed to source and acquire new foreign exchange, precious metals and foreign currency business.
• Coach retail branch and wealth employees and work with all levels of business partners to ensure that TD maximizes foreign exchange, precious metals and foreign currency product sales.
• Identify and cultivate new COI’s and build a network of contacts in your local business community.
• Identify new and innovative ways to profile the business, and add value to the retail employee experience.
• Proactively identify and advise on branch issues that affect the business.
• Cross-sell and refer to our business partners other bank products and services.

Qualifications:

• Must be a self-starter with the ability to actively network internally and externally, as well as demonstrate strong initiative and creativity in order to attract new clients to the bank.
• Strong sales/marketing background combined with knowledge of TDS treasury products and financial markets is required. (ideally experienced in retail banking or investment environment)
• Demonstrated presentation and communication skills.
• Have the ability to lead networking activities to source new business relationships, programs. Demonstrate ability to manage multiple deadlines and projects simultaneously.
• Possess excellent organizational, analytical, problem solving and time management skills.
• Strong PC skills are required: Word, Excel, PowerPoint.
• Must own a reliable vehicle as this role requires 80%+ travel on the road within Ontario. There will be reimbursement for use of own vehicle as per TD policy for such positions.

Educational Requirements:

• Minimum requirement is Post Secondary Education (preferably Business, Economics, Finance or Accounting).
• Completion of the Canadian Securities Course and CFA designation or enrolment in program would be an asset.

Who We Are: TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

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.

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.

Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

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.

Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations 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

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Business Development

Industries: Investment Banking