Wealth Investment Analyst at TD

Drive investment success with TD Wealth as a Portfolio Management Analyst in Toronto, Ontario. Engage with advisors and manage tailored investment solutions for optimal portfolio strategies.

As a Portfolio Management Analyst, you will support TD Wealth’s Canadian advisors with your understanding of managed assets and fee-based platforms. This role emphasizes investment knowledge, consulting support, and custom solutions, helping advisors construct effective portfolios. Your contributions will enhance advisor training and ensure exceptional advisor engagement.

Key Responsibilities:

• Serve as primary contact for advisor inquiries and requests
• Collaborate on tailored managed investment solutions
• Assist in preparing Requests for Proposals
• Provide portfolio construction guidance to advisors
• Engage in advisor training sessions and presentations

Requirements:

• Bachelor’s degree in Finance, Economics, or related field
• Minimum 3 years in financial services
• Strong acumen in investment management principles
• Familiarity with mutual funds, ETFs, and portfolios
• Excellent communication and relationship management skills

Enhance your career in investment management by leveraging your skills within TD Wealth’s dynamic environment.

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