Elevate your career as a PMP Implementation Specialist at TD in Toronto, Ontario. Help drive scalable investment management and enhance client experiences within Wealth Management.

In this crucial role, you will support the implementation strategy for the Privately Managed Portfolios Program, working alongside PM Implementation Specialists. Your expertise in discretionary portfolio management and advanced consultative guidance will be key in helping teams navigate the platform and improve operational efficiency.

Key Responsibilities:
• Support strategic initiatives for investment management growth
• Provide advanced rebalancing and trading support
• Advise on client transition and portfolio monitoring best practices




• Create and facilitate in-person and remote training sessions
• Resolve platform inquiries and escalate complex issues

Requirements:
• University degree in business or finance
• 7+ years in wealth management or investment industry
• Experience with portfolio management tools
• Exceptional problem-solving and communication skills
• Ability to work independently and in teams

Bring your financial acumen and expertise in investment products to facilitate impactful client experiences at TD.
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📌 PMP Implementation Specialist in Toronto (Quebec City)
🏢 Socket.dev
📍 Quebec City