Business Management, Strategy & Support 81,600 - $115,200 CAD 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.

The Solutions

Implementation team is critical in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Manager, Managed Solutions, the successful candidate will work alongside a team of PM Implementation Specialists within Wealth Advice Solutions & Enablement to support and evolve the implementation strategy of the Privately Managed Portfolios Program within the Private Investment Advice Channel. Specifically, the PMP Implementation Specialist will be accountable for the following: Act as a trusted partner and platform subject matter expert, delivering advanced Croesus rebalancing and trading support as well as proactive, advanced consultative implementation guidance to discretionary teams Advise on best practices regarding client transition to the PM platform, Investment Policy Statement implementation and monitoring, model construction, exception management, block trading, quarterly review processes and day-to-day portfolio management activities Enable PM teams to attain scale mitigate risk within their practices by incorporating modeling concepts and in-depth Croesus application knowledge to influence scalable, disciplined portfolio management processes Work in tandem with internal partners including Solutions Implementation, Wealth Investment Office, Practice Management and local field leadership to provide wholistic practice support aimed at creating scale, discipline and enhance client experience Develop and facilitate remote as well as in person presentations and training sessions to advisory teams,



acting as a subject matter expert and assisting in skill and knowledge development for newly licensed PMs and competitive recruits Resolve inbound program/platform inquiries received from front office users, escalating complex issues to business and technology partners as required Assist in developing and maintaining discretionary program implementation roadmaps and action items Maintain expert knowledge of PMP Program related platforms, and lead the development of advisor-facing and internal team procedures, and other materials as required, ensuring they are up-to-date, compliant with requirements, and audit-ready (Implementation Guides, online resources, FAQs etc.) Play a leading role in pain point identification, resolution, and issue management efforts to drive advisor and client experience, operational productivity, and other process and platform improvement opportunities Participate fully and actively within the Solutions Implementation team and contribute to a high-performing, inclusive, and caring team culture and working environment The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise CFA, CIM, and other financial designations and education considered an asset 7+ years of relevant wealth management or investment industry experience (channel/distribution, finance, risk and control, business architecture functions) ~ Prior experience dealing directly with advisors and distribution partners is considered a strog asset ~ Prior experience working with investment and portfolio management platforms and software (e.g.



is considered an asset ~ Ability to travel as needed to facilitate in person sessions TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 advantages 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.

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.

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 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)

📌 (Remote) Implementation Consultant (Ottawa)
🏢 Socket.dev
📍 Ottawa