On Site Toronto, Ontario Full time Line of Business: TD General 69,700 - $98,400 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 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.

The Wealth Investment

Office (WIO) team is TD Wealth’s source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning, Private Investment Advice and Private Investment Counsel — by giving them the knowledge and tools they need to execute a scalable and consistent approach to skilled investment management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios.

The group provides holistic investment advice, portfolio construction, management and across a broad range of investment methodologies including traditional, endowment and risk-aware allocations. WIO is the engine behind TD Wealth's investment strategy process and allocations. WIO also manages the Risk Priority Portfolios, Core Asset Allocation Portfolios, Core Quant Portfolio, and is the investment manager behind the TD Core Managed Equity Portfolio.

The successful candidate will play a pivotal role in supporting TD Wealth's Canadian advisors by leveraging a deep understanding of managed assets and fee-based platforms.

Investment Knowledge: Develop a comprehensive understanding of the firm's managed assets product spectrum and recommended managed products as fulfillment supporting the Wealth Investment Process and firm's asset allocation strategies.

Portfolio Management Consulting Support: Collaborate with WIO to deliver tailored managed investment solutions through the Portfolio Management Consulting team. Provide portfolio construction guidance and support for advisors seeking customized investment solutions. Serve as the primary contact for advisor inquiries regarding managed investments, offering insights, advisor book review, portfolio review, model review and portfolio construction advice.

Serve as the first point of contact for field inquiries and portfolio/ model review requests.

Advisor Engagement: Address advisor questions and requests for information related to managed investments, ensuring prompt and accurate responses.

Training Involvement: Participate in advisor training sessions and branch presentations as needed to enhance advisor knowledge and support. Assist in the development and follow-up of proposals for managed investment solutions. In-depth Investment Solutions Knowledge:



Acquire a thorough understanding of TD Wealth's fee-based and managed account platforms, along with recommended portfolio solutions, to effectively assist advice channels.

Comprehensive Investment Guidance: Facilitate holistic investment management consultations, guiding advisors through a structured portfolio construction process. Utilize WIO’s tools and resources to provide managed investment guidance to TD Wealth’s advice channels. Assist with WIO initiatives that extend beyond managed investments as required. Bachelor's degree in Finance, Economics, or a related field.

Certifications: Investment industry credentials (e.g., CFA Designation: Completion of or in progress toward the Chartered Financial Analyst (CFA) designation is preferred.

Industry Experience: At least 3 years of experience in the financial services sector.

Investment Acumen: Comprehensive knowledge of investment management principles, financial markets, and portfolio construction methods.

Managed Products Knowledge: Strong understanding of managed products, including mutual funds, ETFs, SMAs and alternative investments.

Organizational Skills: Exceptional time management, prioritization, and organizational abilities to manage multiple deadlines effectively. Strong relationship management skills to effectively collaborate with team members and various departments within TD Wealth.

Technical Skills: Advanced proficiency in Microsoft Office, particularly Excel & PowerPoint; TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

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 benefits 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): At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. #

📌 Portfolio Management Analyst, Wealth Investment Office (Toronto)
🏢 TD Bank
📍 Toronto