VP, Wealth Relationship Manager – Regional Growth Leader

TD Bank

Vancouver

On-site

CAD 97,000 - 137,000

Full time

4 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

TD Bank is seeking a Vice President, Relationship Manager in Vancouver to lead relationships within TD Wealth and to grow our Private Investment Counsel and Private Investment Advice network. The role reports to the Director, Internal Distribution and requires strong leadership, strategic planning and market knowledge in Canadian asset management.

The successful candidate will drive business development, manage a portfolio of clients, and collaborate with internal partners to maximize

Qualifications

  • 7+ years of industry sales experience.
  • In-depth knowledge of asset management and wealth management.
  • Excellent presentation and communication skills.
  • Willingness to travel.
  • Preference given to CFA, CIM, CFP, FCSI accreditations.

Responsibilities

  • Grow and manage an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers.
  • Lead and mentor territory Relationship Managers and Business Development Managers.
  • Provide industry intelligence, business strategy and sound investment counsel.
  • Draft and implement a comprehensive business plan.
  • Develop new business and increase share of wallet within the region.
  • Collaborate with internal partners to maximize distribution and provide a seamless client experience.

Skills

Effective presentation and
Communication skills
Travel willingness
Industry knowledge of capital markets

Education

University Degree
Industry accreditations (CFA CIM CFP FCSI)

Job description

TD Bank is seeking a Vice President, Relationship Manager in Vancouver to lead relationships within TD Wealth and to grow our Private Investment Counsel and Private Investment Advice network. The role reports to the Director, Internal Distribution and requires strong leadership, strategic planning and market knowledge in Canadian asset management.

The successful candidate will drive business development, manage a portfolio of clients, and collaborate with internal partners to maximize

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Relationship Leader – Asset Management (Remote)
Senior Relationship Leader – Asset Management (Remote)

TD Bank Group • Vancouver

Remote
CAD 97,000 - 137,000
Total Rewards Package
Professional development
Regional Director, Wealth Planning & Growth
Regional Director, Wealth Planning & Growth

The Toronto-Dominion Bank (Canada) • Montreal

On-site
CAD 97,000 - 137,000
Total Rewards package
Health and wellness benefits
Career development
Wealth Planning Advisor – Client-Focused
Wealth Planning Advisor – Client-Focused

TD Bank Group • Vancouver

On-site
CAD 60,000 - 70,000
Commission-based earnings
Senior Tax & Succession Planning Advisor
Senior Tax & Succession Planning Advisor

TD Bank Group • Vancouver

On-site
CAD 116,000 - 163,000
Developing Investment Advisor - Vancouver, Richmond & Burnaby
Developing Investment Advisor - Vancouver, Richmond & Burnaby

The Toronto-Dominion Bank (Canada) • Vancouver

On-site
CAD 50,000 - 100,000
Health and well-being benefits
Retirement plans
Paid time off
+2
Senior Practice Consultant – Wealth Advisory & Growth
Senior Practice Consultant – Wealth Advisory & Growth

TD Bank • Toronto

On-site
CAD 97,000 - 137,000
Vice President, Relationship Manager - TD Asset Management
Vice President, Relationship Manager - TD Asset Management

TD Bank • Vancouver

On-site
CAD 97,000 - 137,000
Mortgage Advisor — Client Goals & Growth
Mortgage Advisor — Client Goals & Growth

TD • Vancouver

On-site
CAD 60,000 - 90,000
Senior Wealth Practice Growth Consultant
Senior Wealth Practice Growth Consultant

The Toronto-Dominion Bank (Canada) • Toronto

On-site
CAD 97,000 - 137,000
health and well-being benefits
savings and retirement programs
paid time off
+3
Developing Investment Advisor (Vancouver Island)
Developing Investment Advisor (Vancouver Island)

The Toronto-Dominion Bank (Canada) • Victoria

On-site
CAD 50,000 - 100,000
Health and well-being benefits
Savings and retirement programs
Career development opportunities
+1