Join TD in Toronto as a dedicated Investment Management Implementation Specialist. Contribute to enhancing the Privately Managed Portfolios Program and improving client service delivery.
As part of the Solutions Implementation team, you will spearhead initiatives that support scalable investment management. Your role focuses on providing consultative implementation guidance, managing client transitions to the PM platform, and advising on portfolio management practices critical to advisor success.
Key Responsibilities:
• Drive initiatives for scalable investment management
• Guide teams in model construction and exception management
• Develop and present training for advisory teams
• Maintain compliance and up-to-date implementation resources
• Manage inquiries regarding the PM platform
Requirements:
• Degree in business, finance, or a related field
• 7+ years’ experience in the investment industry
• Proficient with portfolio management platforms
• Solid analytical, strategy, and detail-oriented skills
• Effective in team settings and independent work
Leverage your wealth management expertise to enhance client interactions and processes at TD.
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📌 Investment Management Implementation Specialist (Ottawa)
🏢 Socket.dev
📍 Ottawa