Manager, FP Investment & Product Management

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Hours:

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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

The Financial Planning Strategy & Solutions Team is responsible for defining and executing against the 5-year strategy and growth aspirations of the TD Wealth Financial Planning business. The team provides central strategy & support which includes ownership of:

• The 5-year vision and leadership of key strategic initiatives for TD Wealth Financial Planning and Financial Planning Direct

• Programs and initiatives to drive acquisition, client retention, sales effectiveness and legendary client experiences

• Business design of compensation, strategic initiatives and product roadmap

• Thought leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients

Job Description

The Manager, FP Investment & Product Management, plays a critical role in shaping and sustaining the long-term direction of the Financial Planning business. The role is accountable for both the strategic evolution of the FP product shelf and the disciplined day-to-day management activities that support investment governance, risk oversight, and exception management across the channel.
By ensuring the product shelf evolves to meet changing client needs, supports the professional practices of Financial Planners, and drives strong business outcomes, this role serves as a key steward of product integrity, competitiveness, and best practices.

Through a balance of forward-looking strategy and operational rigor, the Manager helps ensure the FP platform remains well governed, market relevant, and positioned for continued growth.
Key Responsibilities

• Helps lead the development of our long-term strategic roadmap and ongoing evolution of the Financial Planning product shelf, ensuring alignment with business objectives and competitive positioning within the mass affluent and emerging mass affluent segments.

• Own day-to-day product governance and exception management by overseeing the review and adjudication of investment product exception requests from Financial Planners nationwide. Apply deep product expertise and sound judgment to approve or decline requests, and provide well supported recommendations to the VP, Financial Planning for escalations as required.

• Oversee and continuously refine investment management best practices within the FP channel, including ownership and evolution of the Professional Investment Management metric to ensure it remains relevant, effective, and aligned to business priorities.

• Serve as a key partner to Compliance, Governance and Control, Investment Management Risk, and related stakeholders to proactively identify, mitigate, and prevent risks related to suitability, concentration, and broader investment product governance matters.

• Act as a central conduit between Financial Planning and key partners, including the Wealth Investment Office, TD Asset Management, Investment Management Risk, and Wealth Product, ensuring strong alignment and coordinated execution across the enterprise.

• Ensure there is robust support for key investment products and solutions – and that planners have the training, insights and knowledge required for robust and informed client conversations.

Job Requirements

• Prior experience in the wealth management or asset management industry

• Expert knowledge of investment products and solutions, and the role they play within advice-based channels

• Solid understanding of investment best-practices and how to support advisors/planners in building scalable practices that support efficient growth and risk management

• Experience leading and reporting on complex projects with multiple stakeholders

• Strong analytical problem-solving abilities, including experience with data analysis, interpretation, and preparing reports or presentations

• Excellent communication skills, with the ability to develop materials for planners and leaders – and comfort presenting to large audiences

• Ability to take initiative, manage ambiguity, processes, and governance frameworks

• Commercial awareness and understanding of how TD generates value

• A post-secondary degree is required

• The CFA designation and/or other investment management certifications are considered assets

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):