Portfolio Management Analyst, Wealth Investment Office

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$65,600 - $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:

Department Overview

The Wealth Investment Office (WIO) team is TD Wealth's source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group's Wealth Management division - including Financial Planning, Private Investment Advice and Private Investment Counsel - by giving them the knowledge and tools they need to execute a scalable and consistent approach to professional investment management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment.

The group provides holistic investment advice, portfolio construction, management and across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the engine behind TD Wealth's investment strategy process and allocations. WIO also manages the Risk Priority Portfolios, Core Asset Allocation Portfolios, Core Quant Portfolio, and is the investment manager behind the TD Core Managed Equity Portfolio. In addition, WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as conferences, presentations, seminars and one-on-one communications to advisors.

Position Summary

The successful candidate will play a pivotal role in supporting TD Wealth's Canadian advisors by leveraging a deep understanding of managed assets and fee-based platforms. Key responsibilities include:

• Investment Knowledge: Develop a comprehensive understanding of the firm's managed assets product spectrum and recommended managed products as fulfillment supporting the Wealth Investment Process and firm's asset allocation strategies.
• Portfolio Management Consulting Support: Collaborate with WIO to deliver tailored managed investment solutions through the Portfolio Management Consulting team.
• Custom Solutions: Provide portfolio construction guidance and support for advisors seeking customized investment solutions.
• Proposal Assistance: Assist in preparing Requests for Proposals and conduct thorough portfolio reviews for advisors.
• Advisor Support: Serve as the primary contact for advisor inquiries regarding managed investments, offering insights, advisor book review, portfolio review, model review and portfolio construction advice.

Key Accountabilities:

• Initial Response: Serve as the first point of contact for field inquiries and portfolio/ model review requests.
• Advisor Engagement: Address advisor questions and requests for information related to managed investments, ensuring prompt and accurate responses.
• Training Involvement: Participate in advisor training sessions and branch presentations as needed to enhance advisor knowledge and support.
• Proposal Support: Assist in the development and follow-up of proposals for managed investment solutions.
• In-depth Investment Solutions Knowledge: Acquire a thorough understanding of TD Wealth's fee-based and managed account platforms, along with recommended portfolio solutions, to effectively assist advice channels.
• Comprehensive Investment Guidance: Facilitate holistic investment management consultations, guiding advisors through a structured portfolio construction process.
• Resource Application: Utilize WIO's tools and resources to provide managed investment guidance to TD Wealth's advice channels.
• Support Broader Initiatives: Assist with WIO initiatives that extend beyond managed investments as required.

Education/Accreditations:

• Degree: Bachelor's degree in Finance, Economics, or a related field.
• Certifications: Investment industry credentials (e.g., CSC, CIM) are beneficial.
• CFA Designation: Completion of or in progress toward the Chartered Financial Analyst (CFA) designation is preferred.

Other Qualifications/Skills/Experience:

• Industry Experience: At least 3 years of experience in the financial services sector.
• Invest