Business Development Manager, Private Client Advice

TD Bank; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

TD Bank in Toronto is seeking a seasoned business development professional to build and manage a strong pipeline of high-net-worth referral opportunities through internal TD Wealth partners and external networks. This role emphasizes relationship development and pipeline generation over direct sales or client servicing.

You will foster relationships, coordinate with internal teams, and represent TD Bank at partner meetings and events, driving high-value referrals while staying ahead of market

Qualifications

• Proven experience in business development, partnerships, or relationship-driven roles.
• Strong ability to build and maintain relationships across internal teams and external partners.
• Experience generating leads or building a pipeline through partnerships or networks.
• Strong communication skills with the ability to influence and engage partners.
• Ability to manage multiple relationships and priorities effectively.
• Strong judgment and ability to identify high-value opportunities.
• Ability and willingness to travel as needed to support business objectives.
• Experience in insurance or financial services (preferred).
• Experience working with high-net-worth clients or segments (preferred).
• Existing network within professional or business communities (preferred).
• OTL license.

Responsibilities

• Build and manage relationships with key TD partners, including TD Wealth and other internal teams.
• Develop and maintain external partnerships with professionals and organizations that can generate high-value referrals.
• Create and sustain a pipeline of qualified opportunities for the PCA sales team.
• Act as the primary point of contact for partners, ensuring strong engagement and ongoing collaboration.
• Identify opportunities to expand referral sources and strengthen existing partnerships.
• Work closely with PCA sales teams to ensure smooth handoff and visibility of opportunities.
• Represent PCA in partner meetings, events, and community engagements.
• Maintain awareness of market trends and opportunities within the high-net-worth space.

Skills

Relationship building

Lead generation

Partnership development

Communication skills

Strategic thinking

Travel willingness

Job description

Lieu de travail : Toronto, Ontario, Canada
Horaire : 35
Secteur d’activité : TD Assurance

Description du poste

This role is responsible for building and managing a strong pipeline of high-net‑worth client opportunities through internal and external partnerships. The focus is on relationship development and pipeline generation, not direct sales or client servicing. Success in this role comes from creating consistent, high-quality referral opportunities for the PCA team.

What you’ll do

• Build and manage relationships with key TD partners, including TD Wealth and other internal teams.
• Develop and maintain external partnerships with professionals and organizations that can generate high-value referrals.
• Create and sustain a pipeline of qualified opportunities for the PCA sales team.
• Act as the primary point of contact for partners, ensuring strong engagement and ongoing collaboration.
• Identify opportunities to expand referral sources and strengthen existing partnerships.
• Work closely with PCA sales teams to ensure smooth handoff and visibility of opportunities.
• Represent PCA in partner meetings, events, and community engagements.
• Maintain awareness of market trends and opportunities within the high-net-worth space.

Job Requirements

• Proven experience in business development, partnerships, or relationship-driven roles.
• Strong ability to build and maintain relationships across internal teams and external partners.
• Experience generating leads or building a pipeline through partnerships or networks.
• Strong communication skills with the ability to influence and engage partners.
• Ability to manage multiple relationships and priorities effectively.
• Strong judgment and ability to identify high-value opportunities.
• Ability and willingness to travel as needed to support business objectives.
• Experience in insurance or financial services (preferred).
• Experience working with high-net-worth clients or segments (preferred).
• Existing network within professional or business communities (preferred).
• OTL license.