Associate, Relationship Manager Quebec/Atlantic region - TD Asset Management

TD Bank

4.1

(21)

Montreal, Canada

Why you should apply for a job to TD Bank:

  • 4.1/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 81% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 76% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • We offer flexible working options to help you manage the critical roles you play in your personal life as well as your professional one
  • We emphasize a culture of diversity, empower employees with diverse abilities & ensure they have the tools & support they need to thrive
  • We encourage our employees’ volunteer efforts and actively look to support community initiatives that can involve the TD team
  • #R_1349942

    Position summary

    orporate clients, as well as high-net worth clients and retail mutual funds.

    In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

    Position Summary:

    Manage client relationships and develop new business with a primary focus on Quebec and the Atlantic provinces. Interact with key stakeholders including existing clients, prospects and consultants and ensure strong visibility within the covered markets. The Relationship Team is involved in various areas of TD Global Investments Solutions (TDGIS) operations, including, but not limited to:

    • A strategic partner for Client service function, serving as the main point of contact with our clients, ensuring that we are fully engaged with the client and their "journey"

    • Build strategic relationships with prospects in the institutional marketplace. Positioning TDGIS as a value-add partner through solutions and strategies

    • Build relationships with field Consultants

    • Ensure strong presence and visibility in the industry in our markets through involvement and participation in industry event and associations

    • A strategic partner for the Client Portfolio Manager function

    • A strategic partner with Communications for the promotion of TDGIS

    • Collaborate with Market Intelligence, Client Strategy, Communications, Thought Leadership, Investment Operations, Performance Analytics, and Information Technology partners

    • Maintain an in depth knowledge of all of TDGIS investment strategies

    Core Competencies:

    1. Self confident

    2. Persuasive oral and written communication

    3. Entrepreneurial and self-driven

    4. Build collaborative relationships

    5. Technical expertise

    6. Presentation skills

    7. Interpersonal awareness

    8. Forward thinking

    9. Follow through

    10. Bilingual in English and French, both written and verbal

    Duties & Responsibilities:

    1. Manage and deepen existing client and consultant relationships

    • Develop and execute cross-sell plans for current clients.

    • Regularly review and analyze client accounts and discuss with broader marketing team.

    • Ensure client commitment to execution of plan to drive business.

    • Meet regularly with clients to provide updates on respective mandates, industry hot topics, policy and investment benchmarking, new regulatory changes to the investment industry. Act as a trusted advisor to develop strong enduring relationships.

    • Coordinate with the broader TDGIS team to provide additional services to clients.

    • Work with broader Marketing Team to ensure the Client's requirements are communicated and a smooth client on-boarding process.

    • In collaboration with Consultant Relations team, ensure that TDGIS has all available knowledge pertaining to the consultant and all aspects associated with the firm, including knowledge of the client base, personnel, focus of business, other business lines.

    2. Develop New Business

    • Develop and maintain an active prospect pipeline for business development.

    • Leverage existing/prior relationships with target prospects, industry contacts and partner with other areas of the broader TDGIS organization to develop sales opportunities.

    • Keep abreast of industry news and events and create a value proposition for prospects.

    • Gain competitive intelligence and share with broader organization.

    • Sell prospects on TDGIS capabilities in respective asset classes, as well as building our brand as a solutions based provider.

    • Meet with prospects over the phone and in person to present our capabilities in a professional manner, using approved presentations and marketing literature.

    • Respond to Requests for Proposals (RFPs), including organizing the resources to research and write answers to the questions and meet all RFP response requirements and target timeframes. Involve internal resources as necessary to move the sale forward.

    3. Demonstrate industry knowledge and professionalism

    • Seek opportunities to serve on organizational committees and lead working sessions.

    • Organize client roundtables and panel discussions.

    • Represent TDGIS at conferences and other events, ensuring that we have the appropriate people at the event.

    • Provide feedback and insight into the relevant industry events and conferences and the validity of participation.

    • Seek speaking/presentation opportunities for TDGIS

    Qualifications

    Knowledge & Experience:

    • At least 5 years experience in a /client service or business development role.

    • Established industry contacts

    • Knowledge of Quebec and/or Atlantic marketplace, including key factors that drive sales cycle.

    • Knowledge of the institutional marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors

    • Up to date knowledge of relevant legislation

    • Solid performance in team atmosphere

    • Ability to act independently and make decisions with minimal supervision

    • Demonstrated ability to manage multiple priorities simultaneously

    • Strong attention to detail and follow through

    Experience in ESG/sustainable investing is a plus

    Unique Requirements:

    This job requires provincial registration (e.g., Advising Rep, Client Relationship Manager Advising Rep, Exempt Market Dealer). CFA with at least 12 months relevant investment experience is preferred.

    #LI-Wealth

    Who We Are:

    TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

    Our Total Rewards Package
    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

    Additional Information:
    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

    Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

    Colleague Development
    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

    Training & Onboarding
    We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

    Interview Process
    We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

    Accommodation
    Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

    We look forward to hearing from you!

    Language Requirement:
    Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français /This position requires proficiency in a language other than French to support or deal with customers who require services and support in a language other than French.

    Why you should apply for a job to TD Bank:

  • 4.1/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 81% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 76% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • We offer flexible working options to help you manage the critical roles you play in your personal life as well as your professional one
  • We emphasize a culture of diversity, empower employees with diverse abilities & ensure they have the tools & support they need to thrive
  • We encourage our employees’ volunteer efforts and actively look to support community initiatives that can involve the TD team