Analyst, Managed Solutions Investment Management - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

401019BR

Wealth Management

Toronto, ON

February 24, 2023

Company Overview

Department Overview

Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth individuals, families, and organizations with wide-ranging and often-complex needs.

Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust.

As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services - from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning - and the best of the Bank to our clients.

Investment Management Business Transformation & Enablement is a group within TD Private Wealth Management National Office that is accountable for Ease of Doing Business, Risk Management support and Control Partner engagement, as well as Investment Platforms, Technology, Operations and Digital Enablement for TD Private Investment Advice and TD Private Investment Counsel

Job Description:

Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management.

Reporting to the Senior Manager, Managed Solutions the Analyst, Managed Solutions, will work alongside a team of professionals within Investment Management Business Transformation & Enablement to support day-to-day management and future-state evolution of managed platforms and products at TD Private Wealth Management.

Specifically, the Analyst will be accountable for the following:

Lead production and updates to frontoffice documents, including client and advisorfacing product profiles, performance reports, and other sales collateral, collaborating and coordinating with internal business partners and external vendors
Support the growth of scalable investment management practices by actively sharing insights and recommendations that drive platform enhancements, advisor and client experience, operational productivity, and other process improvement opportunities
Maintain internal team and advisorfacing product policies, procedures, manuals, and other materials as required, ensuring they are compliant with requirements and auditready
Conduct platform and programrelated data analysis, research, trend monitoring, and competitive intelligence to inform strategy and growth/enhancement initiatives
Assist in development and delivery of executive and field presentation materials to communicate platform details including key metrics, features, functionality, etc.
Resolve inbound product/platform inquiries from business partners and the field, referring matters and escalating complex issues as required
Participate fully and actively as a member of the Managed Solutions team and contribute to a highperforming, inclusive, and caring team culture and working environment

Requirements:

Qualifications/Skills/Experience:

Minimum 23 years of relevant wealth or investment industry experience
Sound financial acumen and understanding of financial markets and investment products
Strong attention to detail, and problemsolving and analytical skills
Excellent communication (both written and verbal) and ability to coordinate with multiple stakeholders to complete tasks
Highly organized and processoriented, with a strong ability to prioritize work while meeting multiple deadlines
Advanced proficiency with MS Office (Word, Excel, PowerPoint, Outlook) required; Experience with wealth and investment management software/platforms considered an asset

Additional Information

Education/Accreditations:

Undergraduate degree required; Finance, business, or related discipline preferred
Financial or securities licenses/designations (CSC, CIM, CFA, etc.), or graduate degree considered an asset

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.