Senior Portfolio Manager- TD Wealth Family Office

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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:

TD Wealth Family Office is an exclusive team dedicated to addressing the complex needs of UHNW clients across the bank. As we expand our footprint, we are looking for an experienced and passionate professional who specializes in portfolio management for the UHNW market. The identified candidate will have a thorough understanding of the unique needs of UHNW clients and a proven track record of superior client service and relationship management.

Position Overview:

Senior Portfolio Manager- TD Wealth Family Office will be responsible for holistic portfolio and relationship management of UHNW clients. Key Responsibilities include:

• Working under the leadership of Principal Investment Management to curate customized long term asset allocations utilizing the full depth of TD Wealth's investment management capabilities

• Provide goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors, including traditional asset classes, alternative investments, and capital markets solutions.

• Manage client relationships and portfolio implementation through a robust discovery process, Investment Policy Statement and ongoing Client Reviews

• Gain a deep understanding of and manage relationships with TD's UHNW clients using the four pillars of TD Wealth effectively

• Identify key issues and trends for UHNW families. Proactively leverage ideas, insights and relationships to enhance client experience

• Proactively identify, introduce, and follow-up on opportunities in an inter disciplinary team setting

• Play a key role in the strategic conception, ongoing development, and successful execution of the UHNW strategy and Family Office model

• Carry out research and stay up to date on relevant investment, wealth management and financial planning trends

Job Requirements

• 10+ years' experience in client servicing, relationship management/business development with completed licensing requirements as a portfolio manager.

• Proven track record of successfully working with the complexity often found with UHNW clients

• Available knowledge on all asset classes and control discussion on various wealth topics •

• Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients and complex investment portfolios

• High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client

• Experience working with UHNW clients within a bank or Family Office environment

• Ability to build strong COI relationship and build a broad network of external advisors

• Capable of working alongside existing external advisors/ Family Office personnel

• High achiever with entrepreneurial spirit - highly motivated individual who can develop and execute solutions from ambiguity

• Deep understanding of importance of discretion and need for confidentiality • Service oriented

Requirements: • CFA or CIM • CFP, CIWM an asset

Who We Are:

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. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

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.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. 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.

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):