Vista previa generada por IA
Business Development Associate – Financial Planning at TD Wealth, Montréal.
Boost client relationships, lead acquisition and support financial planners through targeted marketing.
Work Location
Work Location:
Montréal, Quebec, Canada
Hours
Hours:
37.5
Line of Business
Line of Business:
TD Wealth
Pay Details
Pay Details:
59 000 $/$59,500 - 84 000 $/$84,000 CAD
Job Description
Job Description:
This role assists a select group of Financial Planners by enhancing client relationships and expanding their practice through targeted marketing and prospecting activities. The individual will contribute to the development and execution of marketing strategies to enhance the Financial Planner and TD Wealth brand. They will also support the direct growth of the Financial Planning business through acquisition strategies
The Business Development Manager will be tasked with contacting prospective clients and arranging introductory meetings for the Financial Planners they support. The position offers opportunities to build sales and relationship management skills, with potential for advancement in the Financial Planning business.
Accountabilities
Accountabilities:
- Support business acquisition through outbound calling and email campaigns, interacting directly with prospective clients, representing the FP channel and our value proposition.
- Gather information from potential clients to assess their needs and recommend relevant Financial Planning services.
- Qualify leads and schedule meetings for Financial Planners, while managing CRM records and pipeline activities.
- Continuously assess and identify opportunities and capabilities required to better drive acquisition. Establish a feedback loop with advisors to gather insights and refine the program to meet their evolving needs.
- Assist in the growth of their practice by guiding them through key digital client acquisition and client deepening strategies.
- Manage Financial Planners' queries related to the marketing ecosystem and assist in execution, including but not limited to advisor websites, social media, on-demand marketing platform, and client/prospecting events.
- Support execution of strategic programs tailored to enhance marketing skills and usage of marketing ecosystems dedicated to Financial Planners, focusing on developing a best-in-class marketing support model.
Capabilities
Capabilities:
- University degree and/or 1-3 years of experience in sales, inside sales, business development, client service; financial services and or TD Wealth experience is a plus.
- Proven work experience working directly with financial advisors in a consultative capacity.
- Comfort with outbound calling and virtual relationship management.
- Excellent presentation, writing, and communication skills.
- A highly motivated and proactive professional with a strong sense of ownership and adaptability.
- Ability to meet deadlines; strong time management and organizational skills to manage priorities within a fast-paced environment.
- Highly organized and able to manage multiple priorities.
- Comfortable with CRM systems, Excel, and digital sales tools.
- Desire to grow within the financial planning and financial services industry.
- Undergraduate degree or relevant professional certifications, designations, or equivalent required.
- CIRO license preferred (required within first 90 days in role)
Who We Are
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
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
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
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.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
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
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
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.
Language Requirement (Quebec only)
Language Requirement (Quebec only):
Ce poste n’exige pas la maîtrise d’une langue autre que le français.
We look forward to hearing from you!