portfolio manager
Title posted on CareerBeacon -
PIC Associate Portfolio Manager
Posted on
June 29, 2024
by
Employer details
TD Bank
Job details
Work Location:London, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:KEY ACCOUNTABILITIESCUSTOMERMaintain and grow the client base by determining the appropriate portfolio structure for clients' assets mix, geographic/currency diversification and equity and fixed income stylesDelivery of client experience, through the completion of a Wealth Plan and the introduction to Wealth PartnersConsistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleaguesKeep clients well informed using a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clientsDevelop investment strategies that are in line with the client's goals and objectivesWhen working in a team, assist the Portfolio Manager where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when requiredAct as a secondary contact to the Portfolio Managers where required for client relationshipsEfficiently manage client experience through strong communication and interpersonal skillsSHAREHOLDERContribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growthContribute to various operational activities and processes as assignedMaintain and grow the client base by determining the appropriate portfolio structure for clients' assets mix, geographic/currency diversification and equity and fixed income stylesConsistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleaguesDevelop investment strategies that are in line with the client's goals and objectivesAssist the Portfolio Managers where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when requiredAct as a secondary contact to the Portfolio Managers where required for client relationshipsEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.Contribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand champion for the business area/function and the bank, both internally and/or externallyBREADTH & DEPTHExperienced working professional role with a focus on providing business development, customer relationship management and / or
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LocationLondon, ON
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2090608
Advertised until
2024-07-28
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