Gestionnaire adj. de portefeuille, Gestion de portefeuille

TD; Markham; On-site; CAD 65,000 - 99,000; Full time

Job summary

TD is seeking an Associate Portfolio Manager to build and manage a wealth advisory practice focused on high net worth individuals. This role offers the chance to grow professionally through training, mentorship, and a structured approach to wealth planning, ensuring clients receive tailored financial solutions. Ideal for those with an entrepreneurial spirit and strong interpersonal skills, this full-time position is situated in Markham, Ontario.

Qualifications

• Experience in discretionary investment management is crucial.
• Insurance license must be obtained within a year.
• CFA or CIM designation is preferred.

Responsibilities

• Build and manage a wealth advisory practice focusing on high net worth clients.
• Collaborate with experienced Portfolio Managers for practical guidance.
• Develop and execute business plans to grow client base.

Skills

Entrepreneurial spirit

Relationship building

Confidence

Communication

Problem-solving

Innovative thinking

Customer service

Adaptability

Education

Two years investment industry experience

CFA or CIM, or working towards CFA designation

Insurance license required within one year

CFP, CIWM an asset

Job description

2 weeks ago Be among the first 25 applicants

37.5

65,600 - $98,400 CAD

Department Overview

TD Wealth Private Investment Counsel (PIC) is a full-service investment counsel ideal for High Net Worth individuals and families who are looking for professional, custom-tailored wealth planning and investment advice. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long term

Job Description

Role Overview - Define your career as a TD Wealth Private Investment Counsel Associate Portfolio Manager

As a new Associate Portfolio Manager (APM) you are responsible for building and managing a wealth advisory practice. Using a holistic wealth management approach, you are focused on discovering and achieving what truly matters to clients.

This Is Achieved Through Opportunities For You To

Develop a wealth planning foundation through robust training and shadowing wealth planning specialists. Develop practical experience by applying the wealth planning process with clients of experienced discretionary Portfolio Managers. Partner with an experienced Portfolio Manager as part of a short-term assignment, with a potential opportunity to join a Portfolio Management team permanently.

TD Wealth PIC has carefully designed this position to give you the time and support you need to build your High Net Worth client base, including longer compensation certainty and additional opportunities to be compensated and mentored.

We consider this to be an opportunity to fast-track your career if your goal is to be an Investment Counsel Portfolio Manager, while receiving the support needed to be successful.

If you have an entrepreneurial spirit, connect well with people, and are interested in learning how to evaluate and develop wealth planning solutions to meet clients’ full financial needs then you’ll want to explore this exciting opportunity.

• 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

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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