Business Development Associate – TD Asset Management

Job title:

Business Development Associate – TD Asset Management

Company

TD Bank

Job description

Company Overview

Our Values
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.

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. 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.

Department Overview

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2022, TDAM and its affiliates manage over $408billion in assets on behalf of pension, insurance, endowment/foundation, and corporate 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.

The advisor distribution team offers a range of mutual funds, managed portfolios and exchange-traded funds and is made up of more than 100 people. It is responsible for selling these products to external advisors (brokers and planners).

Job Requirements

• Strong interest in occupying a sales position.
• Biligunal in French and English is required

​• Strong knowledge of MS Word, Outlook, Excel and other Windows PC applications

• The expectation is that the candidate will enroll in and complete the Canadian Securities Course (CSC)
• Interest in complementing the Chartered Investment Manager (CIM)
• This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.

Hours

37.5

Job Details

Reporting to the Manager of Inside Sales and the Regional Vice President, the Business Development Associate will serve as the direct point of contact for the TD Asset Management sales team to provide support for the full range of products and services offered, as well as gain experience in the customer service team. Customers of the broker sales and services division include investment advisors, portfolio managers, financial planners, and their administrative support staff.

Responsibilities

• Provide administrative and sales support to two territories (marketing, expense management, administrative needs etc.)
• Responsible for all aspects of the calendar for the territories, proactively coordinating to use the team’s time effectively and strategically through individual meetings and group events.
• Every two months, work with the TD Asset Management (TDAM) customer service team to assist in the execution of tasks (answering incoming calls from customers, resolving account issues, making calls follow-up on orders), in compliance with policies, practices and procedures.
• Support weekly team meetings to ensure the following:

o All tasks at national and regional level are carried out efficiently and on time.
o All territory-level tasks (activities, sales, etc.) are executed efficiently and on time.
o new marketing materials and reports are presented to the sales team for information and discussion to drive results.

• Maintain client records in the data repository.
• Print, collect, and ship material orders, presentation packages, territorial mailings, emails, etc.
• Produce reports according to the sales cycle
• Provide leadership that is aligned with the overall strategy of the division within all teams – territorial, regional, and national.
• Acquire, maintain, and apply in-depth knowledge of solutions and products within TD Wealth Management and industry trends.

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

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.

How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!

Business Line

TD Asset Management

Job Category – Primary

Asset Management

Job Category(s)

Asset Management, Sales & Business Development, Wealth Management

Job Family

TDAM Advisor Distribution

Time Type

Full Time

Employment Type

Regular

Pay Details

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Careers Web Site Cities

Canada-Quebec-Montreal

Proficiency in Other than French

This position requires proficiency in a language other than French to support or deal with employees or colleagues who require services and support in a language other than French.

Expected salary

Location

Montreal, QC

Job date

Fri, 05 Jan 2024 03:15:49 GMT

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