Asset Management National Sales Office Intern/Co-op (Calgary, Montreal)

DEPARTMENT OVERVIEW

TD Asset Management (TDAM) is a member of TD Bank Financial Group and is one of Canada’s largest investment management firms. As of December 30, 2020, TDAM and its affiliates manage over $407 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions.  On the retail investment side, TDAM is the third largest mutual fund company in Canada and manages assets on behalf of more than 1.9 million investors and offers one of the most broadly diversified fund families in Canada.  A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.

TDAM’s Advisor Distribution team offers a range of mutual funds and managed portfolios through a national sales and service team of over 100 people. The sales team is responsible for selling TD Mutual Funds through external advisors (third-party brokers, financial advisors and financial planners), contributing to TD MF assets of over $100 Billion. TDAM in total manages over $260 Billion in AUM, making it one of the largest asset managers in Canada.

At TD, we are dedicated to supporting your professional development and provide training to ensure your success both now and in the future.

Our Co-op/Intern Programming is designed to help you better understand the TD business, build on critical career capabilities, and broaden your professional network. This program is designed to complement your on-the job experience and features:

• Leadership talks with key Leaders from across the organization

• Lunch and Learns on topics such as Innovation

• Diversity and Inclusion and Personal Branding and so much more

THE OPPORTUNITY

• Learn about the Asset Management industry
• Understand how TDAM works with investment professionals

• Collaborate with our sales team to gain a comprehensive understanding of the sales process

• Gain insights from TDAM Portfolio Managers on economy, markets, and portfolio construction

• Learn how to analyze portfolios and investment strategies

JOB DESCRIPTION

Reporting to the Manager – Inside Sales, the Business Development Intern will serve as a point of contact for the TDAM sales force to provide support for the full range of products and services available through the Broker/Dealer sales channel. The Broker/Dealer sales channel’s clients include Dealers, Portfolio Managers, Investment Advisors and Brokers.

Accountabilities:

• Provide sales and administrative support to sales teams
• Full ownership of all aspects of territory calendar through proactive coordination and booking of meetings to ensure strategic and effective use of wholesalers’ time
• All territory responsibilities (activity, sales, etc.) are executed against in a timely and effective manner
• New marketing material and reports are presented for sales team awareness and discussion to drive results
• Update and maintain client files in contact directory database
• Printing, collating and shipping of literature material orders, presentation kits, territory mailings, email blasts, etc.
• Produce reports according to cycle
• Act as primary contact for territory around co-op/marketing, expense database, etc.
• Deliver leadership that is aligned to overall channel strategy within all teams – territory, regional and national
• Develop, maintain and apply an in-depth knowledge of product solutions and offerings within TD Wealth Management as well as industry trends