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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing relationships and driving sales within the asset management and wealth management sectors, with a strong focus on client acquisition and retention strategies. Possesses in-depth knowledge of investment products and regulatory requirements, complemented by effective communication and leadership skills.
Highest-signal resume keywords
7+ Years Of Industry Sales ExperienceIn-Depth Knowledge Of Asset ManagementEffective Presentation And Communication SkillsIndustry Accreditations (CFA, CIM, CFP, FCSI)Strong Interest In Capital Markets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Strategy DevelopmentClient AcquisitionSales Activity PlanningSegmentation Model CreationCo-Op Marketing Management
Soft Skills
LeadershipMentoringCollaborationCustomer Service Excellence
Tools & Technologies
TD PlatformsInvestment Products
Certifications & Qualifications
CFACIMCFPFCSI
Industry Keywords
Wealth ManagementAsset ManagementCapital MarketsRegulatory RequirementsSales Practices
About the role
Key responsibilities & impact- Manage relationships and sell TD Asset Management strategies within a TD Private Wealth Management territory
- Grow and manage an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers
- Lead and mentor territory Relationship Managers and Business Development Managers
- Provide industry intelligence, business strategy, and investment counsel
- Draft and implement a comprehensive business plan
- Create a segmentation model to ensure excellent customer service
- Develop new business and increase share of wallet within the region
- Collaborate with internal partners to maximize distribution effectiveness and provide a seamless client experience
- Serve as a specialized resource on TD platforms, products, and processes
- Plan and execute sales activities to attract, retain, and acquire clients
- Meet activity targets
- Monitor emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Uphold corporate and industry sales practices
- Assess and manage co-op marketing opportunities and own the co-op process from start to finish through written communication with Investment Advisors
- Travel as required
Requirements
What you’ll need- University Degree
- 7+ years of industry sales experience
- In-depth knowledge of the asset management and wealth management industry
- Effective presentation and communication skills
- Strong interest in capital markets
- Excels in a sales environment
- Preference given to industry accreditations such as CFA, CIM, CFP, or FCSI
- Subject to applicable provincial employment regulations in Canada
Benefits
Comp & perks- Variable compensation award based on business and individual performance
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process