PMP Implementation Specialist, Wealth Advice Solutions Implementation

TD Bank; Toronto; On-site; CAD 82,000 - 115,000; Full time

Job summary

TD Bank is seeking an experienced wealth management professional to support scalable investment management initiatives and drive platform capability enhancements. You will deliver Croesus rebalancing and provide advanced advisory guidance to discretionary teams, ensuring smooth transitions and effective policy implementation.

The role requires deep knowledge of portfolio management, strong communication skills, and the ability to collaborate across internal partners to improve client outcomes.

Qualifications

• University degree in business, finance or related discipline required.
• CFA, CIM, and other financial designations and education considered an asset.

Responsibilities

• Support scalable investment management initiatives and platform enhancements.
• Deliver advanced Croesus rebalancing and trading support to discretionary teams.
• Advise on client transitions to the PM platform and policy implementation.

Skills

Wealth management experience

Client advisory

Portfolio modeling

Analytical thinking

Communication skills

Education

Finance degree

CFA/CIM asset

Tools

Croesus

W360

Envestnet

Job description

Work Location

Toronto, Ontario, Canada

Hours

37.5

Line of Business

Business Management, Strategy & Support

Pay Details

$81,600 - $115,200 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.

Job Description

• Support the growth of scalable investment management by contributing to strategic initiatives, identifying and implementing solutions that drive platform acquisition and capability enhancements
• Act as a trusted partner and platform subject matter expert, delivering advanced Croesus rebalancing and trading support as well as advanced consultative implementation guidance to discretionary teams
• Advise on best practices regarding client transition to the PM platform, Investment Policy Statement implementation and monitoring, model construction, exception management, block trading, quarterly review processes and day-to-day portfolio management activities
• Enable PM teams to attain scale and mitigate risk within their practices by incorporating modeling concepts and in-depth Croesus application knowledge to influence scalable, disciplined portfolio management processes
• Work in tandem with internal partners including Solutions Implementation, Wealth Investment Office, Practice Management and local field leadership to provide wholistic practice support aimed at creating scale, discipline and enhance client experience
• Develop and facilitate remote as well as in person presentations and training sessions to advisory teams, acting as a subject matter expert and assisting in skill and knowledge development for newly licensed PMs and competitive recruits
• Resolve inbound program/platform inquiries received from front office users, escalating complex issues to business and technology partners as required
• Assist in developing and maintaining discretionary program implementation roadmaps and action items
• Maintain expert knowledge of PMP Program related platforms, and lead the development of advisor-facing and internal team procedures, and other materials as required, ensuring they are up-to-date, compliant with requirements, and audit-ready (Implementation Guides, online resources, FAQs etc.)
• Play a leading role in pain point identification, resolution, and issue management efforts to drive advisor and client experience, operational productivity, and other process and platform improvement opportunities
• Participate fully and actively within the Solutions Implementation team and contribute to a high-performing, inclusive, and caring team culture and working environment
• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Education/Accreditations

• University degree in business, finance or related discipline required;
• CFA, CIM, and other financial designations and education considered an asset

Other Qualifications/Skills/Experience

• The successful candidate must have:
• Experience with Discretionary Portfolio Management/Modeling Tools
• Demonstrated breadth and depth of experience to influence highly independent and entrepreneurial employees as well as internal partners within Wealth to adopt, leverage and perfect use of technologies supporting the client experience.
• 7+ years of relevant wealth management or investment industry experience (channel/distribution, finance, risk and control, business architecture functions)
• Excellent financial acumen and understanding of financial markets and investment products
• Prior experience dealing directly with advisors and distribution partners is considered a strong asset
• Prior experience working with investment and portfolio management platforms and software (e.g. Croesus, W360, Envestnet etc.) is considered an asset
• Superior attention to detail, problem-solving, analytical, and strategy development skills
• Exceptional communication (bo