Account Manager, Small Business
Edmonton, ABThe Toronto-Dominion Bank (Canada)
Candidates need a university degree or relevant entry-level experience, with accounting or finance coursework as an asset. They need strong prospecting, relationship-building, communication, time management and organizational skills.
Customer experience, Customer relations, Sales, Teamwork, Communication skills, Cold calling
Assistant Wealth Market Manager
Concord, ON +1The Toronto-Dominion Bank (Canada)
10+ ansCandidates need 10 or more years of sales or wealth management leadership experience and strong knowledge of high-net-worth clients. Canadian wealth regulation knowledge, proven people leadership and relationship-building skills are required.
Collaboration, Sales, Leadership, Onboarding, Client relationship management, Regulatory compliance
Wealth Insurance Advisor
Toronto, ON +1The Toronto-Dominion Bank (Canada)
5+ ansCandidates need at least 5 years of Canadian life insurance industry experience, including sales, plus a university degree and a life insurance licence. Strong product knowledge, technical problem-solving on investment, tax and legal issues, and an advanced understanding of insurance products are required. The CFP, CLU, CHFC or CHIS designation is an asset.
Sales, Financial planning, Cold calling, Client relationship management, Underwriting, Documentation
Financial Planner- Red Deer, Alberta
Red Deer, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need 3 to 5 years of financial services experience managing client relationships and giving tailored investment advice, plus strong sales and networking skills. A university degree is preferred, and the hire must obtain the CIRO Registered Representative licence within 120 days and the CFP designation within 3 years.
Financial planning, Client relationship management, Sales, Relationship building, Reporting, Customer service