TD Bank Business Development Manager Full Time in Calgary, AB

TD Bank

Branch Calgary AB CA

Business Development Manager
Calgary, AB

Previous experience working with Investment Advisors (Brokers/Planners) and detailed knowledge of their business practices….

Ensure full knowledge of most current fund and market trends including – product/portfolio features, benefits, sales tools/processes, and investment strategies .

  • Build client relationships with prospective, existing and dormant accounts, primarily over the telephone to generate new business through proactive contacts and regular follow-ups.
  • Periodically attend client events/meetings and represent TDAM at conferences.
  • Consistently meet quarterly outbound contact targets, gross/net sales and growth of advisor.
  • Work with entire sales team to deliver strategic activity at all levels – at the advisor, segmentation, territory, calendar and events level.
  • Be a solution provider to advisors by asking great questions to uncover a need and then present a compelling product solution
  • Work to diversify sales at the advisor and product level to ensure sustainability of sales momentum
  • Deliver solution information, Portfolio Manager insights, macro-economic guidance and practice management advice.
  • Job Requirements

    • Strong Financial acumen – Financial designations (CFA, CFP, CIM) and/ or academic background in finance, economics, etc. (undergraduate degree or graduate).
    • Previous experience working with Investment Advisors (Brokers/Planners) and detailed knowledge of their business practices.
    • Genuine interest/curiosity about capital markets and finance, driven to continually self-learn.
    • IFIC Canadian Investment Funds Course and/or CSC.
    • In-depth knowledge of the structure and features of mutual funds and the competitive landscape of the industry. Prior experience in industry an asset.
    • Proven ability to prospect and build relationships.
    • Computer proficiency with MS Office (Word, Excel, Power Point, Outlook).
    • Ability to work effectively within a close team environment, excellent attitude and receptivity to coaching.
    • Entrepreneurial and relationship building
    • Client-service orientation
    • Strong communication skills (verbal/written)

    At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

    TD is committed to providing accommodations. if you require an accommodation, we will work with you to meet your needs.

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    Employment Type: Full Time
    Location: Calgary, AB, CA
    Posted on: 2015-05-23
    Posted by: