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Investment Sales Relationship Manager
Job Description & How to Apply Below
Lead investment sales across Toronto’s TD PWM territory, connecting advisors with TDAM strategies through communication and capital markets knowledge.
Reporting to the Director, Internal Distribution, the Relationship Manager manages client relationships and sells TD Asset Management strategies. You will support TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers. The position emphasizes sales execution, client acquisition, distribution effectiveness, and specialized knowledge of TD platforms, products, and processes.
Key Responsibilities:- Manage assigned advisor and portfolio manager relationships
- Plan and execute activities attracting, retaining, and acquiring clients
- Meet business plan and activity targets
- Maximize distribution effectiveness with internal partners
- Assess regulatory impacts and co-op marketing opportunities
- University degree
- Five or more years of industry sales experience
- In-depth asset management knowledge
- In-depth wealth management knowledge
- Preference for CFA, CIM, CFP, or FCSI accreditation
Apply investment sales, relationship management, and regulatory awareness while representing TDAM strategies to wealth advisors.
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