Senior Sales Manager - TD Asset Management

The Toronto-Dominion Bank; Calgary; On-site; CAD 76,000 - 116,000; Full time

Job summary

TD Asset Management is seeking a Senior Sales Manager to drive growth in investment solutions amid a dynamic client landscape. This role involves internal sales support, client education, and collaboration with portfolio managers. We value candidates who can engage with clients, provide top-notch service, and coach others in investment products. A base salary reflective of experience and educational background is offered, alongside a comprehensive rewards package.

Qualifications

• 3-5 years of Investment sales or services experience is desired.
• Ability to travel frequently is required.
• Experience coaching to investment management products is considered an asset.

Responsibilities

• Acting as internal wholesaler to the TD Wealth Financial Planning and TD Investment Services.
• Deliver legendary presentations to large groups and craft unique business events.
• Contribute to TD's and the SSM's team culture.

Skills

Asset Management

Financial Analysis

Education

Undergraduate Degree

Canadian Securities Course

Personal Financial Planner

Certified Investment Manager

Chartered Financial Analyst

Certified Financial Planner

Tools

Microsoft Excel

Job description

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. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description :

TD Asset Management (TDAM) a member of TD Bank Financial Group is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades the organization has established competitive market positions in active quantitative and passive portfolio management. As of June 30 2024 TDAM and its affiliates manage over $434 billion in assets on behalf of pension insurance endowment / foundation and corporate clients as well as high-net worth clients and retail mutual funds.

In attaining this client commitment TDAM has built one of Canadas largest and most respected investment management and research teams with more than 220 Portfolio Managers Associate Portfolio Managers Traders and Analysts.

Senior Sales Manager (SSM) is responsible for supporting the growth of TD Asset Management solutions in a defined territory. They act as an internal wholesaler in their dedicated territory to drive education encourage consolidation provide conversation support and deliver presentations to broaden the depth and breadth of TDAM solutions. They support TD Wealth Financial Planning (FP) TDAMs largest client as well as providing high level guidance for TD Investment Services representatives within TD Canada Trust.

As Senior Sales Manager the duties of the role include :

• Acting as internal wholesaler to the TD Wealth Financial Planning and TD Investment Services
• Provide sales support training education coaching and business building tactics
• Deliver legendary presentations to large groups craft unique business entertainment events to recognize achievements and participate in regional and group huddle events
• Act as a partner within assigned territory to :

TD Wealth FP liaising with Senior Regional Managers and Financial Planners to maximize the sale of TD Asset Management within the FP channel.

• TD Canada Trust liaising with branch leadership and TD Investment Services Representatives to increase the awareness and sale of TD Asset Management product options within the channel.
• Receive regular updates from our Portfolio Managers CIO and Asset Allocation team and collaborate with the SSM Sales Enablement and Client Portfolio Manager teams to create initiatives that bring messaging and product positioning to clients.
• Maintain up-to-date knowledge and continued compliance of TDBG policies and procedures including but not limited to sales practices expense management and TDs Code of Conduct and Ethics in order to protect the interests and reputation of TDBG and its clients by continuous compliance to them.
• Contribute to TDs and the SSMs team culture by acting as a leader and contribution to a positive and constructive work environment that supports inclusiveness.

Job Requirements

• Undergraduate Degree preferred
• Have previously completed or are willing to complete one of the following : Canadian Securities Course (CSC) Personal Financial Planner (PFP) Certified Investment Manager (CIM) Certified Financial Planner (CFP) designation Chartered Financial Analyst (CFA)
• 3 5 years of Investment sales or services experience within an online brokerage or retail environment is desired.
• Previous experience coaching to investment management products is considered an asset
• Ability to travel frequently is required as well as flexibility in scheduling to meet the needs of clients

Who We Are :

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information :

Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process

Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) 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) :

Required Experience :

Manager

Key Skills

Asset Management,Digitization,Maintenance Management,ServiceNow,Microsoft Excel,Metadata,Financial Analysis,LIHTC,Property Management,Remedy,Contracts,Taxonomy

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 76800 - 115200

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