Work LocationToronto, Ontario, CanadaHours37.5Line of BusinessBusiness Management, Strategy & SupportPay Details$81,600 - $115,200 CADTD 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.Job DescriptionSupport the growth of scalable investment management by contributing to strategic initiatives, identifying and implementing solutions that drive platform acquisition and capability enhancementsAct as a trusted partner and platform subject matter expert, delivering advanced Croesus rebalancing and trading support as well as advanced consultative implementation guidance to discretionary teamsAdvise 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 activitiesEnable PM teams to attain scale and mitigate risk within their practices by incorporating modeling concepts and in-depth Croesus application knowledge to influence scalable, disciplined portfolio management processesWork 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 experienceDevelop 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 recruitsResolve inbound program/platform inquiries received from front office users, escalating complex issues to business and technology partners as requiredAssist in developing and maintaining discretionary program implementation roadmaps and action itemsMaintain 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 opportunitiesParticipate fully and actively within the Solutions Implementation team and contribute to a high-performing, inclusive, and caring team culture and working environmentThe selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they ariseEducation/AccreditationsUniversity degree in business, finance or related discipline required; CFA, CIM, and other financial designations and education considered an assetOther Qualifications/Skills/ExperienceThe successful candidate must have:Experience with Discretionary Portfolio Management/Modeling ToolsDemonstrated breadth and depth of experience to influence highly independent and entrepreneurial employees as well as internal partners within Wealth to adopt, leverage and perfect use of technologies supporting the client experience.7+ years of relevant wealth management or investment industry experience (channel/distribution, finance, risk and control, business architecture functions)Excellent financial acumen and understanding of financial markets and investment productsPrior experience dealing directly with advisors and distribution partners is considered a robust assetPrior experience working with investment and portfolio management platforms and software (e.G. Croesus, W360, Envestnet etc.) is considered an assetSuperior attention to detail, problem-solving, analytical, and strategy development skillsExceptional communication (bo

📌 Pmp Implementation Specialist, Wealth Advice Solutions Implementation (Toronto)
🏢 TD Bank
📍 Toronto