Manager, Privately Managed Portfolios

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 97,000 - 137,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is seeking a Manager, Privately Managed Portfolios to support the PMP within TD Wealth Private Investment Advice. You will shape advisor experiences from application through onboarding, partnering with governance, risk, compliance, and technology to drive program success.

You will coordinate material for governance, coordinate training, and manage communications, reporting, and improvements.

Qualifications

• Experience in wealth or investment management, advisor support, governance, compliance, operations, or program management.
• Strong proficiency in Microsoft 365 applications, particularly Excel and PowerPoint.
• Knowledge of discretionary portfolio management, advisor registration, managed accounts, or Investment Policy Statements.
• Superior written and verbal communication skills.
• Strong problem-solving and decision-making skills, with the ability to communicate effectively with senior managers and executives.
• Demonstrated ability to build strong, collaborative business relationships.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Retail portfolio management experience is an asset.

Responsibilities

• Support the design and operation of the PMP program and its internal compliance rules in accordance with CIRO requirements.
• Develop and implement process improvements as new technology solutions are introduced for Portfolio Managers.
• Serve as a key liaison among governance, enablement, risk, and compliance.
• Manage the program mailbox, service standards, inquiries, and escalations.
• Prepare materials for governance forums and coordinate endorsements and issue escalation.
• Lead onboarding and development programs for Associate Portfolio Managers and Portfolio Managers.
• Develop learning materials and training on Investment Policy Statements, tools, and processes.
• Manage advisor applications and registration pipelines from intake to status tracking.

Skills

Wealth management

Portfolio management knowledge

MS Excel

PowerPoint

Communication skills

Problem-solving

Relationship building

Education

University degree

Industry accreditation (CSC CIM CFA)

Job description

Work Location

Toronto, Ontario, Canada

Hours

37.5

Line of Business

TD General

Pay Details

$96,900 - $136,800 CAD

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 candidate's 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

Department Overview

The Wealth Investment Office (WIO) provides institutional-grade investment strategy, portfolio management, and goals-based models and portfolios for private clients. WIO sets the standard for investment strategy and portfolio management across TD Bank Group’s Wealth Management businesses, including Financial Planning, Private Investment Advice, and Family Office. Its portfolios are process-driven, goals-based, risk-adjusted, scalable, efficient, and compliant. WIO offers a dynamic, multifaceted, and fast-paced environment for professionals who are passionate about investment management and advising others on how to build and manage portfolios. The team provides holistic portfolio management, counsel, and guidance across traditional, endowment, and risk-aware investment approaches.

Role Overview

The Manager, Privately Managed Portfolios supports TD Wealth Private Investment Advice’s TD Privately Managed Program (PMP). The program has more than $120 billion in assets managed on a discretionary basis by over 475 Portfolio Managers (PMs) and is targeted for continued growth. Reporting to the Senior Manager, Investment Strategy & Business Management, the Manager will help shape the advisor experience for the discretionary investment management program—from application and registration through onboarding and ongoing development. The Manager will collaborate with field leaders, the Supervising Portfolio Manager, Compliance, Registration, Technology, and other partners to deliver effective program operations, governance, education, communications, reporting, and continuous improvement.

Key Accountabilities

Support the design and operation of the PMP program and its internal compliance rules in accordance with applicable CIRO requirements. Work across TD to develop and implement process improvements as new technology solutions are introduced for Portfolio Managers. Serve as a key liaison among the, Business Governance, Advice Solutions & Enablement, Wealth Business Risk, and Compliance. Manage the program mailbox, service standards, inquiries, and escalations. Prepare materials for approval and governance forums, coordinate required endorsements, and elevate issues as needed. Serve as a member of the PM Priority Council, the PMP’s internal working committee as a forum for PM to voice their feedback, and other ideas on how we can improve the program. Produce the PMP quarterly newsletter, program collateral, frequently asked questions, job aids, and other communications. Host PMP calls and conferences. Maintain clear guides, templates, checklists, and documentation standards. Coordinate onboarding and development programs for Associate Portfolio Managers and Portfolio Managers. Develop practical learning materials and coordinate training on Investment Policy Statements, program tools, processes, and documentation. Manage advisor application and registration pipelines, including intake, assessment, approval, submission, and status tracking. Review PM and Associate Portfolio Manager applications and make recommendations to support approval or decline decisions for entry into the PMP. Coach program applicants on preparing complete and acceptable applications. Act as a key resource and subject matter expert on all matters related to the program. Lead technology enhancement projects related to the program. Participate in program enhancements, testing, and implementation. Perform related duties as assigned.

Key Relationships

The position works closely with the following internal stakeholders: Portfolio Management Consultants, specialists on Sales Enablement team such as Implementation specialists, Fees & Pricing. Branch Managers, Regional Managers, Investment Advisors, and Portfolio Managers. Wealth Advice Strategy Enablement team. Senior leaders and executive representatives from Wealth businesses, Risk, and Compliance through the Portfolio Management Review Committee.

Qualifications, Skills, and Experience

Experience in wealth or investment management, advisor support, governance, compliance, operations, or program management. Strong proficiency in Microsoft 365 applications, particularly Excel and PowerPoint. Knowledge of discretionary portfolio management, advisor registration, managed accounts, or Investment Policy Statements. Superior written and verbal communication skills. Strong problem-solving and decision-making skills, with the ability to communicate effectively with senior managers and executives. Demonstrated ability to build strong, collaborative business relationships. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Retail portfolio management experience is an asset.

Education and Accreditation
University degree required; a degree in business or a related field is preferred.
Industry accreditation, such as the Canadian Securities Course (CSC), Chartered Investment Manager (CIM), and/or Chartered Financial Analyst (CFA) designation, is a strong asset.

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 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 95,000 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.

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. If you’re 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. We’re 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 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 US Labor & Employment Posters | California Privacy | Accessibility | FAQ

Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Diversity, Equity and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Community Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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