Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$130,000 - $170,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of September 30, 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

The Equity Client Portfolio Management (CPM) team acts as a critical link between TDAM's equity portfolio management teams and the distribution channels that rely on timely insights, investment expertise, and market perspective. This role supports both quantitative equity strategies and the broader suite of fundamental equity capabilities, serving as a central source of product, market, and portfolio expertise.

As a member of the Equity Client Portfolio Management team, the CPM will act as an advocate for TDAM's equity capabilities, with a primary focus on fundamental strategies, while also providing support across TDAM's broader platform. The CPM will serve as a subject matter expert on TDAM's investment philosophy, process, performance, and competitive positioning.

This role has significant client-facing responsibilities and will engage with clients across all institutional and advice channels, including TD Wealth Financial Planning, TD Wealth Private Investment Advice, and external dealers.

The successful candidate will communicate equity market insights, portfolio positioning, research views, and strategy characteristics to a range of institutional and retail audiences. The CPM will work closely with Portfolio Management, Distribution, Product, Marketing, Risk Management, Legal and Compliance, and senior leadership to ensure consistent delivery of investment messaging across all channels.

Accountabilities:

Client & Stakeholder Engagement

• Represent TDAM's guiding principles, process, advantages, performance/attribution, and portfolio positioning to internal and external clients.

Investment Expertise & Research

• Represent portfolio management on topics related to financial markets and our investment capabilities.
• Topics primarily include the practical application of:
  • TDAM's fundamental and quantitative investment process
  • TDAM's market and economic outlook
  • Portfolio construction and investment thesis for holdings
  • Active/passive investment strategies
  • Factor investing
  • ESG integration

Content Creation & Communication

• Act as a subject matter expert in the creation of communication content to support the marketing and distribution of TDAM's solution set.
• Provide updates on financial market performance.
• Draft opinion pieces.
• Construct presentation material.
• Write portfolio commentaries.

Product & Business Development Support

• Serve as a key liaison between Portfolio Management, Sales, Sales Enablement, and Marketing and Communications.
• Identify opportunities and support the design of investment solutions for both institutional and retail channels.

Qualifications / Skills / Experience

• CFA designation plus a relevant undergraduate degree.
• 10+ years' experience in capital markets with strong exposure to equity strategies; direct experience with portfolio management or equity research preferred.
• Strong understanding of investment strategies and portfolio construction concepts.
• Exceptional communication, presentation, and writing skills.
• Strong analytical abilities with proficiency in interpreting performance, attribution, and risk analytics.
• High proficiency with analytical tools and market data platforms.
• Ability to work both independently and collaboratively across multiple concurrent projects.
• Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
• Understanding of the needs across a broad range of client channels, including retail and institutional investors.
• Graduate degree and bilingual French-English are assets.

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):
Sans Objet