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Pic Associate Portfolio Manager
4 weeks ago
**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.
- relationships that are managed on a discretionary basis.
In addition, you will:
- Deliver an exceptional client experience by providing expert guidance in developing investment strategies and helping them achieve their overall wealth management goals
- Grow the client base by determining the appropriate portfolio structure for each client's asset mix, diversification and equity / fixed income styles
- Assist the Portfolio Manager in the preparation of presentations, marketing and other material for client, prospect and partner meetings
- Keep current on emerging trends and grow in-depth knowledge of the business, Bank, products, services and industry
- Keep colleagues, clients and other contacts informed and up-to-date on the status of projects
- Identify and lead customer problem resolution and put solutions in context when presenting complex ideas and advice; seek support as required
- 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
- CFA Level 1 or above or Chartered Investment Manager (CIM) designation
- Over three (3) years of investment experience
- Eligible for provincial Securities Commission registration as an Associate Advising Representative (AAR)
- Strong communication skills to manage the client experience effectively with the ability to build relationships and work collaboratively as well as independently
**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)**
- Ontario
**City (Primary)**
- Mississauga
**Work Location**
- 20 Milverton Drive
**Job Expires**
- 20-May-2023
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