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Portfolio Manager Associate

2 months ago

Victoria, British Columbia, Canada TD Bank Full time
Portfolio Manager Associate

Job Summary:

This role is responsible for building and managing a small book of high net worth clients, providing expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues.

Key Responsibilities:

  • 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.
  • Keep clients well informed using a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clients.
  • 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.

Requirements:

  • Undergraduate Degree.
  • CFA Level 1 or above or CIM.
  • 3+ years of investment experience.
  • Eligible for provincial Securities Commission registration as an Associate Advising Representative (AAR).

About TD Bank:

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.