Elevate your career as a Regional Vice President (Wholesaler) at TD Wealth in Edmonton, Alberta. This leadership role involves managing client relationships and selling investment strategies.
In this pivotal position, you will oversee Alberta's territory, leading a team to foster relationships and drive sales for TD Asset Management's product suite. Your responsibilities include creating comprehensive business plans, implementing service standards, and conducting 20 meetings weekly with investment advisors. Collaboration with corporate marketing will be critical to executing co-op campaigns.
Key Responsibilities:
• Lead and mentor a Business Development team
• Develop a comprehensive business strategy for the territory
• Conduct meetings with investment advisors regularly
• Manage and grow existing client relationships
• Uphold industry sales practices and co-op marketing initiatives
Requirements:
• University Degree required
• Minimum 5 years of sales experience in asset management
• Solid presentation and communication skills
• CFA, CIM, CFP, or FCSI preferred
• In-depth market knowledge needed
Drive sales and nurture relationships to strengthen TD Wealth's presence in Alberta.
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📌 Regional Vice President At Td Wealth Alberta (Canada)
🏢 TD
📍 Canada