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. Act 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 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 and 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 robust asset ~ Prior experience working with investment and portfolio management platforms and software (e.g. is considered an asset ~

📌 (Remote) Implementation Consultant (Toronto)
🏢 TD Bank
📍 Toronto