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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 September 30, 2019, TDAM and its affiliates manage over $389 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds.
TDAM's Advisor Distribution team offers a range of mutual funds and managed portfolios through a national sales and service team of over 100 people. The sales team is responsible for selling TD Mutual Funds through external advisors (Brokers and Planners), contributing to TD MF assets of over $100 Billion.
The Business Development Manager works in partnership with a Regional Vice President to prospect and maintain business relationships with Brokers/Planners/Financial Advisors within a defined territory.
The goal of the position is to increase the market share of TD Mutual Funds within the industry by promoting our products and services to existing clients while soliciting prospective clients. This is a well-paid position which provides excellent opportunities for growth within TDAM and the larger TD organization and ability to develop sales techniques, relationship management skills and analyze and use capital markets knowledge daily, relaying TDAM's outlook and solutions to a set of sophisticated clientele.
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.
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)
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.
TD Asset Management
Job Category - Primary
1350 Rene-Levesque Blvd Corporate
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