Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$69,700 - $98,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The TD Wealth Investment Manager Research ("IMR") team is the TD Bank Financial Group's center of excellence and subject matter experts relating to all managed investment research. IMR is responsible and accountable for maintaining and enhancing all managed investment products on the Dealer self that are available for sale within TD Wealth along with curating and overseeing Preferred List strategies across all managed investment container types.

Job Description

The successful candidate should be able to demonstrate:

• Ability to take initiative and produce results either through independent work or collaborating effectively with a diverse team.
• Aptitude to communicate and confidently interact with internal and external parties
• Passion for the markets
• Awareness of Canadian mutual funds, exchange traded funds or separately managed accounts
• Ability to gather and share relevant industry information/developments and provide a fact based opinions and recommendations.

The Analyst role is multi-faceted, though the primary responsibility is to assist with IMR's due diligence, that includes active participation and documentation of investment manager due diligence reviews, preparing research materials, and assisting in the analysis and evaluation of investment managers and mandates across TD Wealth's business lines. Other key accountabilities include:

• Responsible for completion of due diligence research reports and/or any meeting minutes along with ensuring that research materials are fulsome, up-to-date and easily accessible.
• Develop an in-depth knowledge of existing tools that support the team's investment manager research function and assist in the development of new research tools/reports.
• Develop an in-depth knowledge of asset managers and their strategies.
• Assist in the ongoing maintenance and enhancement of the IMR websites, internal databases and Preferred List materials.
• Prepare and execute the team's reporting accountabilities as well as collaborate on various ad-hoc projects.
• Demonstrate a high degree of professionalism when dealing with internal and external business partners.
• Organize, prepare and effectively execute periodic investment manager interviews.
• Contribute to investment analysis presentations and dashboards / scorecards.
• Stay current of industry events and to participate in related company initiatives
• Track new development and noteworthy market news particularly on approved firm and products
• Assist in the development of new tools and reports
• Assist in the preparation of updates and timely research on market and/or industry events, including keeping track of new developments and noteworthy market news particularly on Preferred List firms and products.

Job Requirements

• Minimum 1 - 5 years of progressive experience in the financial services industry.
• University degree in a related discipline.
• Completed of level 1 of the CFA program and registered for the level 2 CFA exam
• Intellectual curiosity, critical thinking, eagerness to learn and strong attention to detail.
• Passion for the capital markets, mutual funds, separately managed accounts, ETFs, and/or alternative investments.
• Collaborative and adaptive in a work environment that is both independent and team based, to execute across a wide spectrum of accountabilities.
• Software aptitude and literacy with an ability to use technology to obtain and efficiently analyze information.
• Working knowledge of manager research software (Morningstar Direct, FactSet, eVestment or Bloomberg) would be considered a plus.
• Effective oral and written communication skills (experience with writing/editing publications would be an asset).
• Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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