PIC Associate Portfolio Manager

The Toronto-Dominion Bank (Canada); Halifax; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a dedicated Wealth Advisor to develop relationships with high-net-worth clients. This role involves providing tailored wealth advice, managing client portfolios, and collaborating across teams to enhance client experience. The ideal candidate will possess strong interpersonal skills, a background in investment management, and a commitment to ethical standards. Join a dynamic team focused on growth and community engagement, with comprehensive support for career development and well-being.

Benefits

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition programs

Qualifications

• Two years investment industry experience, particularly discretionary investment management.
• CFA or CIM, or working towards the CFA designation.
• Insurance license required within one year.

Responsibilities

• Create and execute a business plan for HNW and UHNW clients.
• Provide goals-based wealth advice and investment solutions.
• Manage ongoing client relationships with thorough reviews.

Skills

Entrepreneur

People person

Confidence

Well-versed communicator

Experienced problem-solver

Fresh, innovative thinker

Customer service champion

Optimist

Change catalyst

Education

CFA or CIM

Insurance license

Job description

Create and execute a business plan to identify and develop relationships with potential HNW and UHNW clients and external referral sources to build your client base and market share.

Develop your wealth planning discovery skills, and leverage TD’s Discovery and Financial Planning tools to produce customized wealth plans that address your clients’ wealth considerations.

Provide goals-based wealth advice and investment solutions tailored to your clients' individual needs.

Collaborate with other areas of TD to deliver a One TD approach and legendary client experience.

Manage ongoing client relationships by agreeing on an Investment Policy Statement, holding thorough Annual Client Reviews, and providing robust reporting, re-discovery, and ongoing advice and service.

Actively promote the TD Wealth brand within your community through participation and leadership in business and volunteer activities.

Be knowledgeable of, and comply with, TD Wealth and industry requirements, policies, procedures, controls, codes, and guidelines of conduct, service standards, securities laws and regulations.

Ensure necessary due diligence to support the accuracy of all client activities and maintain high ethical standards.

Job Requirements

What can you bring to TD?

Skills & Attributes :

Entrepreneur : is willing, able, and determined to develop business.

People person : can develop rapport and build strong relationships.

Confidence : in managing and influencing sophisticated clients.

Well-versed communicator : has ability to drive meaningful, two-way dialogue.

Experienced problem-solver : can generate unique solutions that respect TD’s risk appetite.

Fresh, innovative thinker : can offer unique insights and explain the value of advice.

Customer service champion : is emotionally aware, can proactively respond to client needs.

Optimist : has natural ability to leverage diverse thinking.

Change catalyst : is adaptable and comfortable navigating a fast-paced, dynamic environment.

Education & Experience :

Two years investment industry experience, particularly discretionary investment management

CFA or CIM, or working towards the CFA designation

Insurance license required within one year

CFP, CIWM an asset, but not required

Who We Are : TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. 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. 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

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