Senior Sales Manager - TD Asset Management

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 Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

Job Details

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), TDAM's largest client, as well as providing high level guidance for TD Investment Services representatives within TD Canada Trust.

Territory: Quebec

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 TD's 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 TD's and the SSM's team culture by acting as a leader and contribution to a positive and constructive work environment that supports inclusiveness.

Job Requirements

• Undergraduate Degree preferred
• bilingual in English and French
• 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
• Travel Required

Who We Are:

TD is one of the world's 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 95,000 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 you've 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, we're 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:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're 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 you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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 we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll 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 you'd 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):
Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.