Pic Portfolio Manager

5 months ago

Mississauga, Canada TD Bank Full time

**PIC Portfolio Manager**:

- 415006BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 20 Milverton Drive

**Employment Type**
- Regular

**City**
- Mississauga

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Onsite

**Pay Details**

**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.

**Job Details**

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

**Company Overview**

**Our Values**
At TD we're guided by our purpose is 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.**Making Your Well-being a Priority**
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.**How We Work**
At TD, we believe in-person connections fuel collaboration and collective creativity.

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