Portfolio Management Analyst, Wealth Investment Office

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

The Wealth Investment Office (WIO) team is TD Wealths source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Groups Wealth Management division including Financial Planning Private Investment Advice and Private Investment Counsel by giving them the knowledge and tools they need to execute a scalable and consistent approach to professional investment management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic multifaceted multi-channel group working on numerous priorities and initiatives in a fast-paced environment.

The group provides holistic investment advice portfolio construction management and across a broad range of investment methodologies including traditional endowment and risk-aware allocations. WIO is the engine behind TD Wealths investment strategy process and allocations. WIO also manages the Risk Priority Portfolios Core Asset Allocation Portfolios Core Quant Portfolio and is the investment manager behind the TD Core Managed Equity addition WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications as well as conferences presentations seminars and one-on-one communications to advisors.

Position Summary

The successful candidate will play a pivotal role in supporting TD Wealths Canadian advisors by leveraging a deep understanding of managed assets and fee-based platforms. Key responsibilities include:

• Investment Knowledge: Develop a comprehensive understanding of the firms managed assets product spectrum and recommended managed products as fulfillment supporting the Wealth Investment Process and firms asset allocation strategies.

• Portfolio Management Consulting Support: Collaborate with WIO to deliver tailored managed investment solutions through the Portfolio Management Consulting team.

• Custom Solutions: Provide portfolio construction guidance and support for advisors seeking customized investment solutions.

• Proposal Assistance: Assist in preparing Requests for Proposals and conduct thorough portfolio reviews for advisors.

• Advisor Support: Serve as the primary contact for advisor inquiries regarding managed investments offering insights advisor book review portfolio review model review and portfolio construction advice.

Key Accountabilities:

• Initial Response: Serve as the first point of contact for field inquiries and portfolio/ model review requests.

• Advisor Engagement: Address advisor questions and requests for information related to managed investments ensuring prompt and accurate responses.

• Training Involvement: Participate in advisor training sessions and branch presentations as needed to enhance advisor knowledge and support.

• Proposal Support: Assist in the development and follow-up of proposals for managed investment solutions.

• In-depth Investment Solutions Knowledge: Acquire a thorough understanding of TD Wealths fee-based and managed account platforms along with recommended portfolio solutions to effectively assist advice channels.

• Comprehensive Investment Guidance: Facilitate holistic investment management consultations guiding advisors through a structured portfolio construction process.

• Resource Application: Utilize WIOs tools and resources to provide managed investment guidance to TD Wealths advice channels.

• Support Broader Initiatives: Assist with WIO initiatives that extend beyond managed investments as required.

Education/Accreditations:

• Degree: Bachelors degree in Finance Economics or a related field.

• Certifications: Investment industry credentials (e.g. CSC CIM) are beneficial.

• CFA Designation: Completion of or in progress toward the Chartered Financial Analyst (CFA) designation is preferred.

Other Qualifications/Skills/Experience:

• Industry Experience: At least 3 years of experience in the financial services sector.

• Investment Acumen: Comprehensive knowledge of investment management principles financial markets and portfolio construction methods.

• Managed Products Knowledge: Strong understanding of managed products including mutual funds ETFs SMAs and alternative investments.

• Organizational Skills: Exceptional time management prioritization and organizational abilities to manage multiple deadlines effectively.

• Communication Proficiency: Excellent verbal and written communication skills.

• Interpersonal Abilities: Strong relationship management skills to effectively collaborate with team members and various departments within TD Wealth.

• Technical Skills: Advanced proficiency in Microsoft Office particularly Excel & PowerPoint; familiarity with Morningstar Direct is a plus.

• Collaborative Spirit: Ability to work independently as well as part of a team.

• Adaptability: Energetic individual who demonstrates initiative flexibility and a positive attitude in response to changing needs and challenges.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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
Your accessibility is important to us. Please let us know if youd 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.

We look forward to hearing from you!

Language Requirement (Quebec only):