Portfolio Management Analyst, Wealth Investment Office

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 70,000 - 98,000; Full time

Job summary

The Toronto-Dominion Bank’s Wealth Investment Office is seeking a knowledgeable professional to support Canadian advisors with managed assets and fee-based platforms. You will leverage deep asset knowledge, collaborate with the Portfolio Management Consulting team, and help tailor investment solutions and portfolio construction guidance for advisors.

Ideal candidates have at least 3 years in financial services, strong investment acumen, and CFA/CIM/CSC credentials are advantageous.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Investment knowledge and familiarity with managed portfolios.
• Strong communication and relationship management skills.

Responsibilities

• Serve as the first point of contact for advisor inquiries on managed investments.
• Collaborate with WIO to deliver tailored investment solutions and portfolio construction guidance.
• Assist in preparing proposals and conducting portfolio reviews for advisors.
• Provide insights on advisor questions, model reviews, and portfolio construction guidance.
• Support ongoing advisor training and branch presentations to enhance knowledge.

Skills

Investment knowledge

Portfolio construction

Communication skills

Relationship management

Education

Bachelor's degree in Finance or Economics

Tools

Morningstar Direct

Excel

PowerPoint

Job description

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD General Pay Details: $69,700 - $98,400 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) team is TD Wealth’s source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division - including Financial Planning, Private Investment Advice and Private Investment Counsel - by giving them the knowledge and tools they need to execute a scalable and consistent approach to professional investment management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment. The group provides holistic investment advice, portfolio construction, management and across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the engine behind TD Wealth's investment strategy process and allocations. WIO also manages the Risk Priority Portfolios, Core Asset Allocation Portfolios, Core Quant Portfolio, and is the investment manager behind the TD Core Managed Equity Portfolio. In addition, WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as conferences, presentations, seminars and one-on-one communications to advisors.

Position Summary The successful candidate will play a pivotal role in supporting TD Wealth's Canadian advisors by leveraging a deep understanding of managed assets and fee-based platforms.

Key responsibilities include:

• Investment Knowledge: Develop a comprehensive understanding of the firm's managed assets product spectrum and recommended managed products as fulfillment supporting the Wealth Investment Process and firm's asset allocation strategies.
• Portfolio Management Consulting Support: Collaborate with WIO to deliver tailored managed investment solutions through the Portfolio Management Consulting team.
• Custom Solutions: Provide portfolio construction guidance and support for advisors seeking customized investment solutions.
• Proposal Assistance: Assist in preparing Requests for Proposals and conduct thorough portfolio reviews for advisors.
• Advisor Support: Serve as the primary contact for advisor inquiries regarding managed investments, offering insights, advisor book review, portfolio review, model review and portfolio construction advice.

Key Accountabilities:

• Initial Response: Serve as the first point of contact for field inquiries and portfolio/ model review requests.
• Advisor Engagement: Address advisor questions and requests for information related to managed investments, ensuring prompt and accurate responses.
• Training Involvement: Participate in advisor training sessions and branch presentations as needed to enhance advisor knowledge and support.
• Proposal Support: Assist in the development and follow-up of proposals for managed investment solutions.
• In-depth Investment Solutions Knowledge: Acquire a thorough understanding of TD Wealth's fee-based and managed account platforms, along with recommended portfolio solutions, to effectively assist advice channels.
• Comprehensive Investment Guidance: Facilitate holistic investment management consultations, guiding advisors through a structured portfolio construction process.
• Resource Application: Utilize WIO’s tools and resources to provide managed investment guidance to TD Wealth’s advice channels.
• Support Broader Initiatives: Assist with WIO initiatives that extend beyond managed investments as required.

Education/Accreditations:

• Degree: Bachelor's degree in Finance, Economics, or a related field.
• Certifications: Investment industry credentials (e.g., CSC, CIM) are beneficial.
• CFA Designation: Completion of or in progress toward the Chartered Financial Analyst (CFA) designation is preferred.

Other Qualifications/Skills/Experience:

• Industry Experience: At least 3 years of experience in the financial services sector.
• Investment Acumen: Comprehensive knowledge of investment management principles, financial markets, and portfolio construction methods.
• Managed Products Knowledge: Strong understanding of managed products, including mutual funds, ETFs, SMAs and alternative investments.
• Organizational Skills: Exceptional time management, prioritization, and organizational abilities to manage multiple deadlines effectively.
• Communication Proficiency: Excellent verbal and written communication skills.
• Interpersonal Abilities: Strong relationship management skills to effectively collaborate with team members and various departments within TD Wealth.
• Technical Skills: Advanced proficiency in Microsoft Office, particularly Excel & PowerPoint; familiarity with Morningstar Direct is a plus.
• Collaborative Spirit: Ability to work independently as well as part of a team.
• Adaptability: Energetic individual who demonstrates initiative, flexibility, and a positive attitude in response to changing needs and challenges.

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.

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. Learn more

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

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!

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