Lead investment sales across Toronto’s TD PWM territory, connecting advisors with TDAM strategies through communication and capital markets knowledge.

Reporting to the Director, Internal Distribution, the Relationship Manager manages client relationships and sells TD Asset Management strategies. You will support TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers. The position emphasizes sales execution, client acquisition, distribution effectiveness, and specialized knowledge of TD platforms, products, and processes.

Key Responsibilities:
Manage assigned advisor and portfolio manager relationships
Plan and execute activities attracting, retaining, and acquiring clients




Meet business plan and activity targets
Maximize distribution effectiveness with internal partners
Assess regulatory impacts and co-op marketing prospects

Requirements:
University degree
Five or more years of industry sales experience
In-depth asset management knowledge
In-depth wealth management knowledge
Preference for CFA, CIM, CFP, or FCSI accreditation

Apply investment sales, relationship management, and regulatory awareness while representing TDAM strategies to wealth advisors.
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📌 Investment Sales Relationship Manager Toronto (Canada)
🏢 TD Bank Group
📍 Canada