Gestionnaire adj. de portefeuille, gestion de portefeuille

Work Location:

Victoria, Colombie-Britannique, Canada

Hours:

37.5

Line of Business:

Gestion de patrimoine TD

Détails de la rémunération:

65, ,400.00 CAD

Job Description:

Job Description

This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a team with a Portfolio Manager.

KEY ACCOUNTABILITIES

CUSTOMER

• Maintain and grow the client base by determining the appropriate portfolio structure for clients' assets mix, geographic/currency diversification and equity and fixed income styles
• Delivery of client experience, through the completion of a Wealth Plan and the introduction to Wealth Partners
• Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues
• Keep clients well informed using a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clients
• Develop investment strategies that are in line with the client's goals and objectives
• When working in a team, assist the Portfolio Manager where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required
• Act as a secondary contact to the Portfolio Managers where required for client relationships
• Efficiently manage client experience through strong communication and interpersonal skills

SHAREHOLDER

• Contribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growth
• Contribute to various operational activities and processes as assigned
• Maintain and grow the client base by determining the appropriate portfolio structure for clients' assets mix, geographic/currency diversification and equity and fixed income styles
• Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues
• Develop investment strategies that are in line with the client's goals and objectives
• Assist the Portfolio Managers where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required
• Act as a secondary contact to the Portfolio Managers where required for client relationships
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for the business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty
• Requires an in-depth understanding of products/services and key competitors
• Identifies referral opportunities across business lines and segments
• Understands the business and technical principles that underpin the design and delivery of the products and services provided
• Possesses a solid understanding of the business, the competitive landscape and economic/market issues
• May serve as a product or customer segment knowledge resource
• Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
• Solves moderately complex problems by taking a new perspective on existing product and service solutions
• Exercises judgement in planning and developing customized account management processes; focuses on customizing advice and solutions
• Puts solutions in context when presenting complex alternatives and framing advice
• Work performed under minimal management guidance and supervision
• Identify and lead customer problem resolution
• Reports to the Branch Manager

EXPERIENCE & EDUCATION

• Undergraduate Degree
• CFA Level 1 or above or CIM
• 3+ years of investment experience
• Eligible for provincial Securities Commission registration as an Associate Advising Representative (AAR)

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d'aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C'est d'ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d'avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d'emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d'apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d'aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu'elle s'engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d'intégration et de formation. Processus d'entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

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:

N/A. #J-18808-Ljbffr

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