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About the Role
This role focuses on building and managing a strong pipeline of high-net-worth client opportunities through internal and external partnerships, emphasizing relationship development and pipeline generation.
Responsibilities
- Build and manage relationships with key TD partners, including TD Wealth and other internal teams
- Develop and maintain external partnerships with professionals and organizations that can generate high-value referrals
- Create and sustain a pipeline of qualified opportunities for the PCA sales team
- Act as the primary point of contact for partners, ensuring strong engagement and ongoing collaboration
- Identify opportunities to expand referral sources and strengthen existing partnerships
- Work closely with PCA sales teams to ensure smooth handoff and visibility of opportunities
- Represent PCA in partner meetings, events, and community engagements
- Maintain awareness of market trends and opportunities within the high-net-worth space
Requirements
- Proven experience in business development, partnerships, or relationship-driven roles
- Strong ability to build and maintain relationships across internal teams and external partners
- Experience generating leads or building a pipeline through partnerships or networks
- Strong communication skills with the ability to influence and engage partners
- Ability to manage multiple relationships and priorities effectively
- Strong judgment and ability to identify high-value opportunities
- Ability and willingness to travel as needed to support business objectives
Skills
- Insurance
- Financial services
- High-net-worth client management
- Partnership development
- Relationship management
- Lead generation
- Pipeline management
- Communication
- Influencing
- Engagement
- Prioritization
- Judgment
- Market trend analysis
Location
- Toronto, Ontario, Canada
Work Type
- Full-time
Experience Level
- Mid-level
Salary/Compensations
- $94,000 - $132,700 CAD
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development programs
- Reward and recognition programs
- Training programs
- Mentoring programs
About the Company
- As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.
- TD Insurance offers a wide range of products, including General Insurance and Life and Health.
- Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.
Equal Opportunity
- 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.