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Regional Vice President – Wholesaler
TDRegional Vice President (Wholesaler) of TD Asset Management selling ETFs, Mutual Funds, and SMAs. Responsible for managing relationships and driving sales in the Toronto region.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
asset managementwealth managementbusiness developmentsales strategiessegmentation modelbusiness planningrelationship managementcapital markets
Soft Skills
leadershipmentoringpresentation skillscommunication skillscustomer servicesales proficiency
Certifications & Qualifications
CFACIMCFPFCSI
Industry Keywords
ETFsMutual FundsSMAssales experienceservice standards
About the role
Key responsibilities & impact- Managing relationships and selling TD Asset Management strategies (ETFs, Mutual Funds, and SMAs)
- Lead and mentor territory Business Development Manager and Business Development Associate
- Draft and implement a comprehensive business plan
- Create a segmentation model to ensure excellent service standards
- Develop new business and increase share of wallet within the region
- Service, manage and grow existing relationships
- 20 meetings a week
Requirements
What you’ll need- University Degree
- Preference given to industry accreditations (CFA, CIM, CFP, FCSI)
- 5+ years of industry sales experience
- In-depth knowledge of both asset management and wealth management industry
- Effective presentation and communication skills
- Strong interest in capital markets
- Excels in a sales environment
- Travel required
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs