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Pic Associate Portfolio Manager

1 month ago

Edmonton, Canada TD Bank Full time

**Work Location**:
Edmonton, Alberta, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**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**:

- **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 c

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