Associate Portfolio Manager (M/F)

PIC Associate Portfolio Manager Location London, ON : Work Location: London, Ontario, Canada Hours:
TD Wealth Pay Details:
$70,000 - $100,00 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. CUSTOMER
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
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
Contribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growth
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
Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues
Develop investment strategies that are in line with the client's goals and objectives
Assist the Portfolio Managers 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
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Act as a brand champion for the business area/function and the bank, both internally and/or externally
Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty
Understands the business and technical principles that underpin the design and delivery of the products and services provided
Possesses a solid understanding of the business, the competitive landscape and economic/market issues
May serve as a product or customer segment knowledge resource
Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
Exercises judgement in planning and developing customized account management processes; Puts solutions in context when presenting complex alternatives and framing advice
Work performed under minimal management guidance and supervision
Identify and lead customer problem resolution
Undergraduate Degree

• CFA Level 1 or above or CIM
• 3+ years of investment experience
• 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. 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. 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.
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.
We do our best to communicate outcomes to all applicants by email or phone call.
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. Language Requirement (Quebec only):