Wealth Management Relationship Manager (Alberta)

Wealth Management Relationship Manager (Alberta)

26 Oct
|
TD
|
Alberta

26 Oct

TD

Alberta

Lead TD Asset Management relationships in Calgary through territory growth, investment counsel, and effective advisor presentations. Travel is required for this role.
Reporting to the Director, Internal Distribution, the Vice President manages and sells TDAM strategies within TD Private Wealth Management. The position serves TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers. Success requires asset management knowledge, wealth management expertise, and strong sales communication.
Key Responsibilities: Grow and manage an assigned TD Private Wealth territory
Lead and mentor Relationship Managers and Business Development Managers
Provide industry intelligence, business strategy, and investment counsel




Draft and implement a comprehensive business plan
Plan sales activities and increase regional share of wallet
Requirements: University Degree
Seven or more years of industry sales experience
In-depth asset management and wealth management knowledge
Effective presentation and communication skills
Solid interest in capital markets; travel required
Apply relationship leadership, wealth management knowledge, and sales expertise to grow TDAM strategies across Calgary’s private wealth territory.

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📌 Wealth Management Relationship Manager (Alberta)
🏢 TD
📍 Alberta

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