PIC Associate Portfolio Manager

TD Bank; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading financial institution as an Associate Portfolio Manager, where you will build and manage a wealth advisory practice tailored to high net worth clients. Utilize TD's resources to provide customized wealth plans and investment solutions, ensuring a legendary client experience while adhering to industry standards.

Qualifications

• Two years investment industry experience, particularly discretionary investment management.
• CFA or CIM, or working towards the CFA designation.

Responsibilities

• Build and manage a wealth advisory practice.
• Provide goals-based wealth advice and investment solutions.
• Manage ongoing client relationships and ensure compliance.

Skills

Entrepreneur

People person

Confidence

Well-versed communicator

Experienced problem-solver

Fresh, innovative thinker

Customer service champion

Change catalyst

Education

CFA or CIM

Two years investment industry experience

Job description

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.

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.

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?

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