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Department Overview TD Asset Management Inc. is one of Canada’s largest investment management firms offering an ever-expanding suite of investment management solutions.
TDAM's flexible suite of investment management solutions has been specially designed to meet the needs of institutional investors including pension funds, corporations, endowments, foundations as well as accounts for high net worth and retail investors.
In addition to domestic and global equity and fixed income domestic products, we also offer cash management, transition management, portable alpha strategies, hedge funds, asset mix rebalancing services and passive currency overlay strategies.
Job Type Regular Job Status Full Time Hours 37.5 Business line TD Wealth Job Category - Primary Wealth Management Job Category(s) Wealth Management Job Description
Ensure full knowledge of most current fund and market trends including product / portfolio features, benefits, sales tools / processes, and investment strategies .
Build client relationships with prospective, existing and dormant accounts, primarily over the telephone to generate new business through proactive contacts and regular follow-ups.
Periodically attend client events / meetings and represent TDAM at conferences.
Consistently meet quarterly outbound contact targets, gross / net sales and growth of advisor.
Work with entire sales team to deliver strategic activity at all levels at the advisor, segmentation, territory, calendar and events level.
Be a solution provider to advisors by asking great questions to uncover a need and then present a compelling product solution
Work to diversify sales at the advisor and product level to ensure sustainability of sales momentum
Deliver solution information, Portfolio Manager insights, macro-economic guidance and practice management advice.
tes. Job Requirements
Strong Financial acumen - Financial designations (CFA, CFP, CIM) and / or academic background in finance, economics, etc.
undergraduate degree or graduate).
Previous experience working with Investment Advisors (Brokers / Planners) and detailed knowledge of their business practices.
Genuine interest / curiosity about capital markets and finance, driven to continually self-learn.
IFIC Canadian Investment Funds Course and / or CSC.
In-depth knowledge of the structure and features of mutual funds and the competitive landscape of the industry. Prior experience in industry an asset.
Proven ability to prospect and build relationships.
Computer proficiency with MS Office (Word, Excel, Power Point, Outlook).
Ability to work effectively within a close team environment, excellent attitude and receptivity to coaching.
Entrepreneurial and relationship building
Strong communication skills (verbal / written) (both French and English)
LI-POST Additional Information
Flexibility and some weekends are required
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.
If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.