Vice President, Client Portfolio Manager — Equity Portfolio TD Asset Management
Share
Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$130000 - $170000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.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 Asset Management (TDAM) a member of TD Bank Financial Group is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades the organization has established competitive market positions in active quantitative and passive portfolio management. As of September 30 2025 TDAM and its affiliates manage over $500 billion in assets on behalf of pension insurance endowment/foundation and corporate clients as well as high-net worth clients and retail mutual funds.
The Equity Client Portfolio Management (CPM) team acts as a critical link between TDAMs equity portfolio management teams and the distribution channels that rely on timely insights investment expertise and market perspective. This role supports both quantitative equity strategies and the broader suite of fundamental equity capabilities serving as a central source of product market and portfolio expertise.
As a member of the Equity Client Portfolio Management team the CPM will act as an advocate for TDAMs equity capabilities with a primary focus on fundamental strategies while also providing support across TDAMs broader platform. The CPM will serve as a subject matter expert on TDAMs investment philosophy process performance and competitive positioning.
This role has significant client-facing responsibilities and will engage with clients across all institutional and advice channels including TD Wealth Financial Planning TD Wealth Private Investment Advice and external dealers.
The successful candidate will communicate equity market insights portfolio positioning research views and strategy characteristics to a range of institutional and retail audiences. The CPM will work closely with Portfolio Management Distribution Product Marketing Risk Management Legal and Compliance and senior leadership to ensure consistent delivery of investment messaging across all channels.
Accountabilities
Client & Stakeholder Engagement
- Represent TDAMs guiding principles process advantages performance/attribution and portfolio positioning to internal and external clients.
Investment Expertise & Research
- Represent portfolio management on topics related to financial markets and our investment capabilities.
- Topics primarily include the practical application of:
- TDAMs fundamental and quantitative investment process
- TDAMs market and economic outlook
- Portfolio construction and investment thesis for holdings
- Active/passive investment strategies
- Factor investing
- ESG integration
Content Creation & Communication
- Act as a subject matter expert in the creation of communication content to support the marketing and distribution of TDAMs solution set.
- Provide updates on financial market performance.
- Draft opinion pieces.
- Construct presentation material.
- Write portfolio commentaries.
Product & Business Development Support
- Serve as a key liaison between Portfolio Management Sales Sales Enablement and Marketing and Communications.
- Identify opportunities and support the design of investment solutions for both institutional and retail channels.
Qualifications / Skills / Experience
- CFA designation plus a relevant undergraduate degree.
- 10 years experience in capital markets with strong exposure to equity strategies; direct experience with portfolio management or equity research preferred.
- Strong understanding of investment strategies and portfolio construction concepts.
- Exceptional communication presentation and writing skills.
- Strong analytical abilities with proficiency in interpreting performance attribution and risk analytics.
- High proficiency with analytical tools and market data platforms.
- Ability to work both independently and collaboratively across multiple concurrent projects.
- Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
- Understanding of the needs across a broad range of client channels including retail and institutional investors.
- Graduate degree and bilingual FrenchEnglish are assets.
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):
Sans ObjetRequired Experience:
Exec
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
