Portfolio Management Analyst, Wealth Investment Office

TD Bank

Toronto, Ontario, Canada
Base: $69,700 - $98,400 cad; bonus/equity: not spe...
3 years financial services experience
Bachelor's degree in finance or economics
Knowledge of mutual funds etfs and smas
The Wealth Investment Office empowers advisors by providing knowledge and tools to execute scalable investment management strategies

Job Summary

  • The Wealth Investment Office empowers advisors by providing knowledge and tools to execute scalable investment management strategies.
  • This role serves as the primary contact for advisor inquiries regarding managed investments, offering insights on portfolio reviews and model construction.
  • TD offers a competitive total rewards package including variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Wealth Investment Office empowers advisors by providing knowledge and tools to execute scalable investment management strategies.

Salary

Base: $69,700 - $98,400 CAD; Bonus/Equity: Not specified; Benefits: Variable compensation, health/well-being, retirement programs included

Skills & Requirements

Must-have

  • 3 years financial services experience
  • Bachelor's degree in Finance or Economics
  • Knowledge of mutual funds ETFs and SMAs
  • Advanced Excel and PowerPoint proficiency

Nice-to-have

  • CFA designation completion or in progress
  • Morningstar Direct familiarity
  • Strong relationship management skills
  • Experience with portfolio construction guidance

Key Requirements

  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 3 years experience in financial services sector
  • Investment industry credentials (CSC, CIM) beneficial
  • Completion or progress toward CFA designation preferred

Work Rights

Not specified

Tailored Resume

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