Client Relationship Analyst - TD Asset Management

TD•Toronto, ON

1d•Onsite

About The Position

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2025, TDAM and its affiliates manage over $508 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds. In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts. The Client Relationship Associate is an integral part of TD Global Investment Solutions (TDGIS) Institutional Distribution Team. This position has primary accountability for providing a high level of client service support to Institutional Clients and Consultants at one of Canada's largest asset managers. Daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant requests. Strong interpersonal skills are essential to maintain and expand relationships with external clients, numerous internal business functions and other team members. This position is both deadline-based and ad hoc in nature as two days are never the same, therefore flexibility is required. This position provides the opportunity to join a diverse team with a strong culture focused on collaboration, delivering high quality results and personal development.

Requirements

3+ years' experience in relevant functions
Possess excellent communications skills, both written and oral.
Exhibit particularly strong attention to detail along with exceptional time management and organizational skills.
Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for “getting things done”
Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff.
Exhibit and execute proactively to address potential service or operational gaps
Be a highly motivated individual with the ability to inspire peers to greater results
Have at least three years' experience in a client service role, with expanding complexity
Exhibit very strong interpersonal skills
The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities
Have a university degree and the Canadian Securities Course (CSC)
Advanced user in MS Powerpoint, Word and Excel

Nice To Haves

Bilingual in English and French is preferred.
Enrolment in the Chartered Financial Analyst designation program is an asset.
Exhibit a keen interest in and knowledge of the Canadian investment management industry; knowledge of the Canadian pension industry is an asset

Responsibilities

Supporting our business growth through preparation and coordination of the client onboarding process
Develop partnerships with multiple internal departments leveraging their skills and resources to service client requests
As a primary contact for assigned Client relationships, maintaining “Best in Class” client experience will be a priority through effective coordination and execution of ongoing and ad hoc requests
Assume assignment of more complex client mandates and requests upon consistent demonstration of ability to effectively execute on challenging client deliverables
Provide timely, accurate and professional responses to client/consultant inquiries meeting service level agreements
Coordinate and facilitate meetings with internal stakeholders to support effective client on-boarding, client mandate changes and ad hoc requests as required
Cross train on Sales Support deliverables to provide team support as required
Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
Develop an understanding of the product offerings and investment management industry practices
Participate in project related initiatives to enhance client experience
Collection of outstanding documentation and ad hoc compliance and audit requirements