Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

120 000$/$120,000 - 160 000 $/$160,000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

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 December 31, 2024 TDAM and its affiliates manage over $459 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

TDAM has a long history of developing customized Asset Liability Management (ALM) or Liability Driven Investing (LDI) solutions for our clients. For portfolios with defined liabilities and obligations such as defined benefit pension plans and insurance companies, there are critical risks and objectives to be managed by employing well thought out ALM solutions.

In developing ALM solutions, TDAM blends knowledge of investment management and actuarial science with robust proprietary portfolio analytics programs to align assets and liabilities in a holistic, disciplined and flexible portfolio construction process. The goal is to deliver on client objectives.

GPTD is currently looking for a Client Portfolio Manager, Asset Liability Management.

Job Description:

The role of the Client Portfolio Manager is a central source of knowledge and expertise for a given body of investment strategies and provides a critical linkage between the portfolio management team responsible for the direct management of the portfolios, and the relationship management team responsible for fostering client relationships. The role requires an ability to actively listen, understand the needs of our clients and engage with them through direct conversations, formal committee meetings or as an industry conference speaker. Investment solution analysis, presentation design and investment writing are key accountabilities. As part of the Asset-Liability Management Team, the role spans across TDAM's broad array of investment capabilities. Specifically, this role requires proficiency in understanding asset-liability management (or liability driven investing), traditional public fixed income and equities, private and alternative asset classes as well as overlay strategies using derivatives and key drivers of liabilities. The role also requires an understanding of the distribution dynamics of the institutional market and high level of attention to detail and strong organizational skills.

Accountabilities

• Serve as a key liaison between portfolio management and relationship management / business development teams to identify opportunities and support the design of investment solutions for clients and consultants.
• Engage with clients to understand their objective, provide and present ALM solutions, updates on financial market performance, lead thought leadership articles, draft opinion pieces, construct presentation material and write quarterly portfolio commentaries on ALM topics for existing and new strategies.
• Maintain a strong knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Identify trends to propose new strategies, structures and products.
• Act as subject matter expert in the creation of communication content, including RFP/database content to support the marketing and distribution of TDAM's ALM client focused solutions.
• Work together with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content we deliver to our clients and stakeholders.

Job Requirements:

Candidate Profile/Core Competencies:

• Degree in actuarial science, financial engineering, financial mathematics, or related field
• CFA, CAIA and/or FSA/FCIA designation an asset
• Minimum 7+ years' experience in asset management, asset-liability management, pension/insurance risk management or consulting
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively communicate complex solutions and influence stakeholders
• Strong analytical and problem solving skills
• Strong organizational skills, with the ability to work on multiple projects concurrently
• Superior written and oral presentation skills
• Good understanding of considerations related to designing and managing assets in an asset / liability framework
• A self-starter who has the ability to function with minimal supervision and works well independently as well as collaboratively within a team environment
• Able to thrive in a fast paced, time sensitive, exciting team environment
• Bilingual, French-English, would be an asset

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

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):

Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.