Associate – Retail and Wealth Distribution

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

Job summary

A leading investment banking firm in Toronto is seeking an Associate to drive retail and wealth distribution. The role involves managing sales efforts for Foreign Exchange and Precious Metals, developing business plans, and coaching branch employees. Ideal candidates have a strong sales background, excellent communication skills, and relevant education. This full-time position offers a competitive salary and extensive travel within Ontario.

Benefits

Fair and equitable compensation

Growth opportunities

Skill development

Total Rewards Package

Responsibilities

• Independently manage the business to drive results.
• Develop and implement a business plan to acquire new clients.
• Coach retail branch and wealth employees.
• Identify and cultivate new Centers of Influence.
• Proactively address branch issues impacting the business.
• Cross-sell and refer other bank products.

Skills

Self-motivated with strong networking skills

Strong sales and marketing background

Excellent presentation and communication skills

Ability to lead networking activities

Excellent organizational skills

Analytical and problem-solving skills

Time management skills

Proficient in Word, Excel, PowerPoint

Education

Post-secondary education in Business, Economics, Finance, or Accounting

Completion of the Canadian Securities Course

CFA designation or enrollment

Job description

Associate – Retail and Wealth Distribution

Join us 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 fair and equitable compensation, growth opportunities, and skill development for all colleagues. Our policies support progression through salary ranges as colleagues advance in their roles.

Job Description:

TD Securities offers a broad range of capital market products and services to corporate, government, and institutional clients, known for our knowledge, innovation, and experience in areas such as Investment and Corporate Banking, Capital Markets, Interest Rate, Precious Metals, Currency, and Derivatives. The Associate (also known as Retail Business Development Manager) is responsible for developing and managing the Enterprise Distribution sales efforts within the retail network for Foreign Exchange (FX), Precious Metals, and Direct Trade FX services.

Accountabilities:

1. Independently manage your business to drive results, acting as the lead contact and product expert for TDS in Ontario, focusing on the Greater Toronto Area.
2. Develop and implement a business plan to source and acquire new foreign exchange, precious metals, and foreign currency clients.
3. Coach retail branch and wealth employees, collaborating with all levels of business partners to maximize product sales.
4. Identify and cultivate new Centers of Influence (COIs) and build a local business network.
5. Innovate ways to profile the business and enhance the retail employee experience.
6. Proactively address branch issues impacting the business.
7. Cross-sell and refer other bank products and services through our business partners.

Qualifications:

• Self-motivated with strong networking skills internally and externally, demonstrating initiative and creativity to attract new clients.
• Strong sales and marketing background, with knowledge of TDS treasury products and financial markets, preferably in retail banking or investment environments.
• Excellent presentation and communication skills.
• Ability to lead networking activities, manage multiple deadlines, and handle several projects simultaneously.
• Excellent organizational, analytical, problem-solving, and time management skills.
• Proficient in Word, Excel, PowerPoint.
• Own a reliable vehicle; role requires 80%+ travel within Ontario, with reimbursement per TD policy.

Educational Requirements:

• Post-secondary education, preferably in Business, Economics, Finance, or Accounting.
• Completion of the Canadian Securities Course and CFA designation or enrollment in such programs is an asset.

Who We Are: TD Securities provides a wide array of capital markets products and services to clients worldwide, supported by over 6,500 professionals across 40 cities. We focus on innovation, execution, and experience to meet client needs today and prepare for tomorrow.

Our Total Rewards Package reflects our commitment to supporting colleagues' financial, physical, and mental well-being.

Additional Information: We support colleagues' growth through development conversations, training, and competitive benefits. We aim to help you succeed in your career and skill development.

Training & onboarding will be provided to ensure your success in this role.

Interview Process: Interested candidates will be contacted to schedule interviews.

Accommodation: We are committed to accessibility. Please inform us if accommodations are needed to facilitate your participation during the interview process.

We look forward to hearing from you!

Language Requirement (Quebec Only): Not applicable

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Business Development

Industries: Investment Banking

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