Vice President, Client Portfolio Manager — Equity

3 days ago


Montreal administrative region, Canada TD Full time

Pay Details 130 000 $/$130,000 - 170 000 $/$170,000 CAD Work Location Montréal, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Note This role is eligible for a discretionary variable compensation award that considers business and individual performance. 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. 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 Department Overview 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 September 30, 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds. The Equity Client Portfolio Management (CPM) team acts as a critical link between TDAM’s equity portfolio management teams and the distribution channels that rely on timely insights, investment expertise, and market perspective. This role supports both quantitative equity strategies and the broader suite of fundamental equity capabilities, serving as a central source of product, market, and portfolio expertise. Job Description / Accountabilities As a member of the Equity Client Portfolio Management team, the CPM will act as an advocate for TDAM’s equity capabilities, with a primary focus on quantitative equity strategies, while also providing support across TDAM’s broader platform. The CPM will serve as a subject matter expert on TDAM’s investment philosophy, process, performance, and competitive positioning. This role has significant client‑facing responsibilities and will engage with clients across all institutional and advice channels, including TD Wealth Financial Planning, TD Wealth Private Investment Advice, and external dealers. The successful candidate will communicate equity market insights, portfolio positioning, research views, and strategy characteristics to a range of institutional and retail audiences. The CPM will work closely with Portfolio Management, Distribution, Product, Marketing, Risk Management, Legal and Compliance, and senior leadership to ensure consistent delivery of investment messaging across all channels. Accountabilities Client & Stakeholder Engagement: Represent TDAM’s guiding principles, process, advantages, performance/attribution and portfolio positioning to internal and external clients. Investment Expertise & Research: Represent portfolio management on topics related to financial markets and our investment capabilities. Topics primarily include the practical application of: TDAM's fundamental and quantitative investment process TDAM's market and economic outlook Portfolio construction Active/passive investment strategies Factor investing ESG integration Content Creation & Communication: Act as a subject matter expert in the creation of communication content to support the marketing and distribution of TDAM’s solution set. Provide updates on financial market performance. Draft opinion pieces. Construct presentation material. Write portfolio commentaries. Product & Business Development Support: Serve as a key liaison between Portfolio Management, Sales, Sales Enablement and Marketing and Communications. Identify opportunities and support the design of investment solutions for both institutional and retail channels. Qualifications / Skills / Experience CFA designation plus a relevant undergraduate degree. 5+ years’ experience in capital markets with strong exposure to equity strategies; direct experience with quantitative equity approaches preferred. Strong understanding of investment strategies and portfolio construction concepts. Exceptional communication, presentation, and writing skills. Strong analytical abilities with proficiency in interpreting performance, attribution, and risk analytics. High proficiency with analytical tools and market data platforms. Ability to work both independently and collaboratively across multiple concurrent projects. Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment. Understanding of the needs across a broad range of client channels, including retail and institutional investors. Graduate degree and bilingual French–English are assets. 4 days onsite Who We Are 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. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr



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