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Associate, Private Investment Council

3 months ago

Canada, CA TD Bank Full time

Associate, Private Investment Council page is loaded Associate, Private Investment Council Apply remote type Hybrid locations Montréal, Québec time type Full time posted on Posted Yesterday job requisition id R_1359002

Work Location:

Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

TD Wealth Private Investment Counsel (PIC) is a full-service investment counsel ideal for High Net Worth (HNW) individuals and families who are looking for professional, custom-tailored wealth planning and investment advice. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long term.

Job Description:

TD Wealth PIC has carefully designed this position to give you the time and support you need to build your investment management and client-facing skills, including opportunities to be mentored as part of a PM team.
We consider this to be an opportunity to fast-track your career if your goal is to be an Investment Counsel Portfolio Manager, while receiving the support needed to be successful.
If you have a team-player spirit, connect well with people, and are interested in learning how to build and evaluate and develop wealth planning solutions to meet clients’ full financial needs then you’ll want to explore this exciting opportunity.
As an Associate, you are responsible for building and managing client portfolios within a currently established TDW PIC wealth advisory practice. Using a holistic wealth management approach, you are focused on building and maintaining investment portfolios based on your portfolio management team's Lead Relationship Manager's Discovery process, achieving what truly matters to clients.

This is achieved through opportunities for you to:

  • Develop an investment management portfolio construction foundation through robust training.

  • Develop practical experience by applying the wealth planning, investment management and portfolio construction process with prospects and clients of experienced discretionary Portfolio Managers (PMs).

  • Partner with an experienced Portfolio Manager as part of a Portfolio Management team.

  • Develop expertise in building and maintaining HNW client portfolios within the context of TDW PIC's portfolio management systems and tailored portfolio solutions, including initial investment and rebalancing.

  • Develop practical experience in managing the regulatory required annual client reviews (ACRs) through construction of ACR packages, participating in client ACR discussions, and eventually leading ACR discussions as a licensed Associate Advising Representative.

  • Develop your wealth planning discovery skills, and leverage TD’s Discovery and Financial Planning tools to produce customized wealth plans that address your team's clients’ wealth considerations.

  • Provide goals-based wealth advice and investment solutions tailored to your clients' individual needs.
    Invest clients' assets as per agreed proposals and Investment Policy Statement.

  • 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.

  • 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:

  • 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:

  • Undergraduate degree

  • Two or more years of investment industry experience, particularly discretionary investment management

  • CFA or CIM, or working towards the CFA designation

  • CFP, CIWM an asset, but not required

  • NB: This will be a provincial Securities Commission licensed position, and potential candidates must be eligible for registration as an Associate Advising Representative

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

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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:

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français./ This position requires proficiency in a language other than French to support or deal with employees or colleagues who require services and support in a language other than French.

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.

Our Commitment to 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.

Helping to Make an Impact in Communities – TD Ready 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. Learn more: Canada | US | Europe & Asia Pacific

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