Associate, Investment Solutions Presentation Support - TD Asset Management (Toronto)

Associate, Investment Solutions Presentation Support - TD Asset Management (Toronto)

27 Aug
|
TD Bank
|
Toronto

27 Aug

TD Bank

Toronto

On Site
Toronto, Ontario
Montréal, Québec
Full time
R_1507156
**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 Power

Point 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 solid culture focused on collaboration, delivering high quality results and personal development.
**Presentation Development & Execution**
Build, format, and update Power

Point 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 transparent, informative and value-added messaging
**Workload & Time Management**
Manage multiple deliverables simultaneously in a deadline-driven environment
Prioritize tasks effectively based on urgency and business impact
Ensure timely delivery of materials while maintaining quality standards
Respond to routine and ad hoc requests while meeting SLAs
Proactively identify opportunities to create efficiencies/provide value-add and lead projects to streamline/standardize processes as required
Support, as required, for other client/sales activities at different stages of the pipeline
**Job Requirements**
Advanced proficiency in Microsoft Power

Point (required) and Excel
Solid attention to detail and quality control with a proven ability to identify and correct errors
Excellent execution skills and ability to work independently and follow detailed instructions precisely
Strong organizational and time management skills
Ability to work under pressure and manage multiple deadlines
Ability to effectively translate complex information into clear messages for target audiences
Effective communication and stakeholder management skills
Problem-solving capabilities to solve unstructured and complex issues independently
Ability to remain composed and professional in challenging situations
Exhibit sound judgement and strong common sense
Critical thinking and risk management mindset
Possess a passion for learning about the wealth asset management business and a desire to grow skillset
Fully bilingual (French and English) considered an asset
Experience with data visualization or chart creation (nice to have)
Familiarity with Share

Point or document management systems (nice to have)
Experience working with standardized content libraries (nice to have)
**Specific Education Requirements**
Undergraduate degree or other relevant financial certification
Five years of experience working in Financial Services, Asset Management or Capital Markets
Keen interest and understanding of investment and market concepts
Investment industry accreditation considered an asset
**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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.

Together, we are reimagining what banking can be for our clients, colleagues and communities.
**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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)
**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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.

Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your current 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):**
Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.
US Labor & Employment Posters
(https://tdbank.site.findly.com/wp-content/uploads/sites/3875/2026/07/USApplicant

Rights_revised_7-13-2026.pdf) | California Privacy (https://www.td.com/us/en/personal-banking/privacy/california/)

Accessibility (https://www.td.com/us/en/personal-banking/universal-footer/accessibility/)
FAQ (https://cdn-static.findly.com/wp-content/uploads/sites/3345/2024/08/02032545/FAQ_EN.pdf)
**Our Values**
At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
**Our Commitment to Diversity, Equity, and Inclusion**
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
**Helping to Make an Impact in Communities – TD Ready Commitment**
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.

It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Learn more: Canada (https://www.td.com/ca/en/about-td/ready-commitment)
US (https://www.td.com/us/en/about-us/communities/ready-commitment)
Europe & Asia Pacific (https://www.td.com/ca/en/about-td/ready-commitment)
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

📌 Associate, Investment Solutions Presentation Support - TD Asset Management (Toronto)
🏢 TD Bank
📍 Toronto

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