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TD Bank

Offers banking, loans, and wealth management.

Vice President, Global Multi-Asset Client Portfolio Manager

Asset ManagementPosted on Nov 13
Full-timeRegina, SK, Canada

About the Job

Requirements

  • Meet the applicable proficiency and experience requirements for registration as a Portfolio Manager, through a CFA designation or equivalent qualifications that enable the candidate to meet applicable regulatory requirements for registration as a Portfolio Manager.
  • Have at least 7 years of relevant experience in asset management, institutional investing, or capital markets.
  • Demonstrate success as a lead presenter, including experience presenting to investment committees, advisors, consultants, or senior client stakeholders, and the ability to operate confidently in high-stakes client or consultant environments.
  • Have a strong understanding of public and private investment strategies, portfolio construction concepts, and methodologies.
  • Have experience with a range of investment vehicles and structures, including prospectus-qualified funds, offering memorandum structures, and institutional mandates, and understand their implications for portfolio construction, liquidity, and client requirements.
  • Have exceptional communication and presentation skills and superior writing capabilities to support market commentaries and client-ready materials.
  • Have strong analytical capabilities, including the ability to interpret portfolio performance, attribution, and risk exposures.
  • Have strong working knowledge of derivatives and their application within multi-asset portfolios, including their use for asset allocation, risk management, hedging, and efficient portfolio implementation.
  • Have strong relationship-management and stakeholder-influencing skills, with the ability to build alignment across investment and business teams without formal authority.
  • Have demonstrated leadership potential, including the ability to mentor others and contribute to team development.
  • Have strong business acumen and organizational skills, and the ability to manage multiple priorities in a fast-paced, client-driven environment.
  • Be able to travel as needed; frequent travel may be required.

Responsibilities

  • Serve as a senior investment representative and advocate for TDAM’s Global Multi-Asset platform across institutional and retail audiences.
  • Articulate the investment philosophy, research process, portfolio construction approach, positioning, risk exposures, and performance of TDAM’s multi-asset strategies.
  • Lead sophisticated discussions with institutional investors, investment committees, consultants, wealth professionals, advisors, and senior internal stakeholders.
  • Position TDAM’s investment capabilities, disciplined approach, and competitive advantages to internal and external audiences.
  • Build trusted relationships by anticipating client priorities and providing timely, relevant, and well-supported investment perspectives.
  • Own the development and delivery of high-impact investment presentations, market updates, and portfolio commentaries.
  • Lead in-person client meetings, investment committee presentations, webcasts, and written communications.
  • Create communication content as a subject matter expert and support marketing and distribution of TDAM’s asset allocation strategies.
  • Work alongside portfolio managers, strategists, and analysts to develop a deep understanding of portfolio strategy, asset allocation decisions, and the investment rationale underlying portfolio positioning.
  • Translate portfolio construction, asset allocation decisions, and risk positioning into clear, client-relevant narratives for internal and external audiences.
  • Act as a trusted subject matter expert on global multi-asset portfolios and portfolio construction.
  • Monitor global financial markets and macroeconomic developments, synthesizing complex information into clear, actionable insights for clients and internal stakeholders.
  • Partner with relationship managers and sales teams in prospecting, requests for proposals, due diligence meetings, and consultant reviews.
  • Act as a key liaison and collaborate with Portfolio Management, Sales, Sales Enablement, and Marketing and Communications to identify opportunities and support the design of investment solutions.
  • Anticipate client needs and proactively address questions.
  • Contribute client insight, market intelligence, and competitive perspectives to the development and refinement of portfolio strategies and structures.
  • Act as a senior resource to colleagues across Client Portfolio Management and the broader organization.
  • Mentor and support the development of team members while contributing to a collaborative, inclusive, and high-performing culture.
  • Exercise sound judgment when representing TDAM in complex, sensitive, or high-profile situations.
  • Influence across teams without relying on formal authority, building alignment among investment and business stakeholders.
  • Maintain a high standard of investment integrity, accuracy, and professionalism in all internal and external communications.

Desired Qualifications

  • Prior experience as a Client Portfolio Manager, portfolio manager, investment strategist, investment specialist, or institutional investment consultant.
  • A strong aptitude for technology and its application in an analytical and portfolio management setting, with the ability to assimilate complex and varied market data.
  • French-English bilingual ability is an asset.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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