Pic Portfolio Manager

3 weeks ago

Vancouver, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

**Private Investment Counsel** provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

We're looking for a highly seasoned professional who thrives in helping clients achieve their wealth goals and dreams for the position of **PIC Portfolio Manager**. In this highly complex, and rewarding position, you will provide a range of advice and investment solutions to affluent and high-net-worth clients by building and managing a substantial book of client relationships on a discretionary basis.

On a typical day at work, you are expected to:

- Deliver an exceptional client experience by providing expert mentorship in developing investment strategies and helping them achieve their overall wealth management goals
- Develop and implement strategies to grow a committed client base (including client loyalty and referrals) and business profitability
- Participate in cross-functional activities while ensuring integration with other wealth partners
- Keep clients well-informed with an appropriate combination of in-person meetings, phone and electronic communication and regular quarterly contact or more
- Act as a technical expert to lead or advise others and manage end to end functional programs independently; raise and / or resolve issues as appropriate
- Keep current on emerging trends and grow in-depth knowledge of the business, Bank, products, services and industry
- Participate fully as a member of the team, support a positive work environment and maintain a culture of risk management and control

**Job Requirements**
- Undergraduate degree and a Chartered Financial Analyst (CFA) designation
- Seven (7) or more years of discretionary money management experience
- Registered with the appropriate provincial Securities Commissions as an Advising Representative (AR)
- Dynamic influential skills to influence and gain alignment across increasingly senior shareholders while exercising discretion in confidential matters
- Strong communication skills to manage the team, build relationships and work collaboratively as well as independently
- An intellectual mind with positive attitude who can deliver projects and initiatives by prioritizing and multi-tasking in a demanding environment

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Private Investment Council

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- British Columbia

**City (Primary)**
- Vancouver

**Work Location**
- Pacific Centre - 700 West Georgia Street Corporate

**Job Expires**
- 28-Apr-2023

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