Associate, Investment Solutions Presentation Support

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

69 700 $/$69,700 - 98 400 $/$98,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2025, TDAM and its affiliates manage over $508 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

Job Description

The Associate III supports Relationship Managers across multiple distribution channels by producing high-quality PowerPoint presentations for clients, prospects, consultants, advisors and external audiences, that align with branding standards and regulatory requirements. This role plays a critical part in producing polished, accurate, and timely presentation materials that support business development, client engagement, and portfolio communication.

The ideal candidate is highly detail-oriented, execution-focused, and comfortable working in a fast-paced environment with multiple stakeholders and competing priorities.

Daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant presentation requests. This position is both deadline-based and ad hoc in nature as two days are never the same, therefore flexibility is required.

This position provides the opportunity to join a diverse team with a strong culture focused on collaboration, delivering high quality results and personal development.

Presentation Development & Execution

• Build, format, and update PowerPoint presentations to support relationship managers with their client meetings, pitches, and educational materials
• Execute strictly according to provided instructions, templates, and content guidance
• Ensure all presentations adhere to established branding guidelines (fonts, layouts, colors, formatting standards, etc.)
• Incorporate standardized content, charts, and visuals while maintaining consistency across materials

Quality Control & Compliance

• Review all deliverables for accuracy, completeness, and consistency prior to distribution
• Identify, correct, and flag errors (formatting, data, language, disclosures)
• Ensure all required disclosures and regulatory requirements are properly applied and positioned within presentations
• Leverage checklists, guidelines, and internal resources to maintain high-quality output
• Adhere to TDAM's brand guidelines and compliance requirements by adopting sales support best practices to ensure that materials produced are compliant and consistent across the team

Stakeholder & Project Management

• Collaborate with internal partners (e.g., Relationship Managers, Portfolio Managers, Compliance, Marketing, etc.) to deliver high quality presentation materials within the team's service level agreements (SLAs)
• Manage feedback cycles, approvals, and revisions across multiple stakeholders
• Communicate clearly and professionally when managing expectations, timelines, and competing priorities
• Navigate challenging stakeholder dynamics while maintaining a solutions-oriented approach
• Display ownership over sales support material content and effectively communicate content preference to stakeholders to ensure clear, informative and value-added messaging

Workload & Time Management

• Manage multiple deliverables simultaneously in a deadline-driven environment
• Prioritize tasks effec