Senior Portfolio Manager- Wealth Family Office

Position: Senior Portfolio Manager- TD Wealth Family Office
Work Location
Toronto, Ontario, Canada

Hours
37.5

Line of Business
TD General

Pay Details
$96,900 - $136,800 CAD

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  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

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.

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…