PIC Associate Portfolio Manager

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Pay Details:

TD 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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

TD Wealth Private Investment Counsel (PIC) is a full-service investment counsel ideal for High Net Worth individuals and families who are looking for professional, custom-tailored wealth planning and investment advice. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long term

Job Description

Role Overview?-?Define your career as a TD Wealth Private Investment Counsel Associate Portfolio Manager
As a new Associate Portfolio Manager (APM) you are responsible for building and managing a wealth advisory practice. Using a holistic wealth management approach, you are focused on discovering and achieving what truly matters to clients.
This is achieved through opportunities for you to:

Develop a wealth planning foundation through robust training and shadowing wealth planning specialists.

Develop practical experience by applying the wealth planning process with clients of experienced discretionary Portfolio Managers.

Partner with an experienced Portfolio Manager as part of a short-term assignment, with a potential opportunity to join a Portfolio Management team permanently.

TD Wealth PIC has carefully designed this position to give you the time and support you need to build your High Net Worth client base, including longer compensation certainty and additional opportunities to be compensated and mentored.
We consider this to be an opportunity to fast-track your career if your goal is to be an Investment Counsel Portfolio Manager, while receiving the support needed to be successful.
If you have an entrepreneurial spirit, connect well with people, and are interested in learning how to evaluate and develop wealth planning solutions to meet clients' full financial needs then you'll want to explore this exciting opportunity.
Job Description?– Challenge yourself

• Create and execute a business plan to identify and develop relationships with potential HNW and UHNW clients and external referral sources to build your client base and market share.

• Develop your wealth planning discovery skills, and leverage TD's Discovery and Financial Planning tools to produce customized wealth plans that address your clients' wealth considerations.

• Provide goals-based wealth advice and investment solutions tailored to your clients' individual needs.

• Collaborate with other areas of TD to deliver a One TD approach and legendary client experience.

• Manage ongoing client relationships by agreeing on an Investment Policy Statement, holding thorough Annual Client Reviews, and providing robust reporting, re-discovery, and ongoing advice and service.

• Actively promote the TD Wealth brand within your community through participation and leadership in business and volunteer activities.

• Be knowledgeable of, and comply with, TD Wealth and industry requirements, policies, procedures, controls, codes, and guidelines of conduct, service standards, securities laws and regulations.

• Ensure necessary due diligence to support the accuracy of all client activities and maintain high ethical standards.

Job Requirements

What can you bring to TD?
Skills & Attributes:

• Entrepreneur:?is willing, able, and determined to develop business.

• People person:?can develop rapport and build strong relationships.

• Confidence:?in managing and influencing sophisticated clients.

• Well-versed communicator:?has ability to drive meaningful, two-way dialogue.

• Experienced problem-solver:?can generate unique solutions that respect TD's risk appetite.

• Fresh, innovative thinker:?can offer unique insights and explain the value of advice.

• Customer service champion:?is emotionally aware, can proactively respond to client needs.

• Optimist:?has natural ability to leverage diverse thinking.

• Change catalyst:?is adaptable and comfortable navigating a fast-paced, dynamic environment.

Education & Experience:

• Undergraduate degree

• Two years investment industry experience, particularly discretionary investment management

• CFA or CIM, or working towards the CFA designation

• Insurance license required within one year

• CFP, CIWM an asset, but not required

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

Our Total Rewards Package
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. Learn more

Additional Information:
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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. 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.
We look forward to hearing from you!

Language Requirement (Quebec only):