Work Location:

Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

The Wealth Investment Office (WIO) team is TD Wealth’s source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group’s 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 portfolio 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 the Wealth's investment strategy process and allocations. WIO also manages the Risk Priority Portfolios, Core Quant Portfolio, and the investment manager behind the TD Core Managed Equity Portfolio. In 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 Wealth's Canadian advisors by leveraging a deep understanding of managed assets and fee-based platforms. Key responsibilities include:

• Product Knowledge: Develop a comprehensive understanding of the firm's managed assets product spectrum and recommended managed products.

• Portfolio Consultancy Support: Collaborate with WIO to deliver tailored managed investment solutions through the portfolio consultancy 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.

• Research Interpretation: Analyze managed product research from TD's internal investment manager research group to inform strategies.

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

• Data Analysis: Utilize Excel and other software to manipulate data from various sources, generating insights and actionable plans for advisor portfolios and business books.

Key Accountabilities:

• Initial Response: Serve as the first point of contact for field inquiries and portfolio 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 Product Knowledge: Acquire a thorough understanding of TD Wealth's fee-based and managed account platforms, along with recommended portfolio solutions, to effectively assist advice channels.

• Consultant Assistance: Collaborate with Portfolio Construction Consultants by providing proposal support and following up with advisors.

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

• Resource Application: Utilize WIO’s tools and resources to provide managed investment guidance to TD Wealth’s advice channels.

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

Education/Accreditations: 

• Degree: Bachelor's degree in Finance, Economics, or a related field.

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

• CFA Designation: Completion of or 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, and SMAs.

• 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; familiarity with Morningstar 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 world's 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 95,000 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 you’ve 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, we’re 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:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 we’re committed to helping you identify opportunities that support your goals.
 

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

Interview Process 
We’ll 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 you’d 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 Objet