Senior Portfolio Manager- TD Wealth Family 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:

TD Wealth Family Office is an exclusive team dedicated to addressing the complex needs of UHNW clients across the bank. As we expand our footprint we are looking for an experienced and passionate professional who specializes in portfolio management for the UHNW market. The identified candidate will have a thorough understanding of the unique needs of UHNW clients and a proven track record of superior client service and relationship management.

Position Overview:

Senior Portfolio Manager- TD Wealth Family Office will be responsible for holistic portfolio and relationship management of UHNW clients. Key Responsibilities include:

• Working under the leadership of Principal Investment Management to curate customized long term asset allocations utilizing the full depth of TD Wealths investment management capabilities

• Provide goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors including traditional asset classes alternative investments and capital markets solutions.

• Manage client relationships and portfolio implementation through a robust discovery process Investment Policy Statement and ongoing Client Reviews

• Gain a deep understanding of and manage relationships with TDs UHNW clients using the four pillars of TD Wealth effectively

• Identify key issues and trends for UHNW families. Proactively leverage ideas insights and relationships to enhance client experience

• Proactively identify introduce and follow-up on opportunities in an inter disciplinary team setting

• Play a key role in the strategic conception ongoing development and successful execution of the UHNW strategy and Family Office model

• Carry out research and stay up to date on relevant investment wealth management and financial planning trends

Job Requirements

10 years experience in client servicing relationship management/business development with completed licensing requirements as a portfolio manager.

Proven track record of successfully working with the complexity often found with UHNW clients

Available knowledge on all asset classes and control discussion on various wealth topics

Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients and complex investment portfolios

High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client

Experience working with UHNW clients within a bank or Family Office environment

Ability to build strong COI relationship and build a broad network of external advisors

Capable of working alongside existing external advisors/ Family Office personnel

High achiever with entrepreneurial spirit - highly motivated individual who can develop and execute solutions from ambiguity

Deep understanding of importance of discretion and need for confidentiality Service oriented

Requirements: CFA or CIM CFP CIWM an asset

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 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 95000 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 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.

If youre 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.

Were 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
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):