Portfolio Management Analyst, Wealth Investment Office

TD•Toronto, ON

9d•Onsite

About The Position

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 professional 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. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment. 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. In addition, WIO plays a role in the education and ongoing support of TD Wealth advisors through numerous internal and client-facing publications, as well as conferences, presentations, seminars and one-on-one communications to advisors. 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.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
At least 3 years of experience in the financial services sector.
Comprehensive knowledge of investment management principles, financial markets, and portfolio construction methods.
Strong understanding of managed products, including mutual funds, ETFs, SMAs and alternative investments.
Exceptional time management, prioritization, and organizational abilities to manage multiple deadlines effectively.
Excellent verbal and written communication skills.
Strong relationship management skills to effectively collaborate with team members and various departments within TD Wealth.
Advanced proficiency in Microsoft Office, particularly Excel & PowerPoint.
Ability to work independently as well as part of a team.
Energetic individual who demonstrates initiative, flexibility, and a positive attitude in response to changing needs and challenges.

Nice To Haves

Investment industry credentials (e.g., CSC, CIM) are beneficial.
Completion of or in progress toward the Chartered Financial Analyst (CFA) designation is preferred.
Familiarity with Morningstar Direct is a plus.

Responsibilities

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.
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.
Assist in preparing Requests for Proposals and conduct thorough portfolio reviews for advisors.
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.
Address advisor questions and requests for information related to managed investments, ensuring prompt and accurate responses.
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.
Acquire a thorough understanding of TD Wealth's fee-based and managed account platforms, along with recommended portfolio solutions, to effectively assist advice channels.
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.