Job Description

TD Description

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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 (investable assets of at least $750,000) individuals, families, and organizations with wide-ranging 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.

Job Requirements

Education/Accreditations:

• University/college degree; Finance, business, or related discipline preferred
• Financial or securities designations (CIM, CFA, CSC, CPH, etc.) considered an asset

Other Qualifications/Skills/Experience:
The successful candidate must have:

• Five (5) or more years of relevant wealth or investment industry experience
• Strong financial acumen and understanding of investment products, fee-based programs, portfolio management and modelling concepts, and discretionary and non-discretionary investment management practices
• Direct experience working with Wealth 360, and familiarity with other investment management and wealth technology applications including Croesus, Kyndryl, etc.
• Strong attention to detail and ability to quickly identify issues, triage inquiries, understand root cause, and propose solutions or workarounds
• Excellent interpersonal and communication skills (both written and verbal), with the ability to effectively communicate complex concepts in a simplified manner, and engage and influence stakeholders at all levels
• Highly organized and process-oriented, with a strong ability to organize and prioritize work efforts and ensure deadlines are met

Hours

37.5



Managed Solutions are a critical tool in advancing TD Wealth\'s growth goals and strategies for Investment Management. Reporting to the Manager, Managed Solutions, the Platform Specialist, Managed Solutions, will work alongside a team of professionals within Wealth Advice Solutions & Enablement to deliver investment management platform support and implementation guidance to Investment Advisors and Portfolio Managers at TD Private Wealth Management. Specifically, the Platform Specialist will be accountable for the following:

• Act as a trusted partner and platform/process subject matter expert, delivering advanced personalized application support, pro-active guidance, coaching, and sharing implementation best-practices to TD Wealth Investment Advisors, Portfolio Managers, and their teams
• Work alongside a team of platform and implementation specialists acting as an internal escalation point with colleagues, providing guidance, sharing knowledge, and fostering a collaborative and supportive work environment.
• Resolve inbound product/platform inquiries from front office users, referring matters and escalating complex issues to business and technology partners as required
• Develop and facilitate presentations and training sessions to advisor teams, acting as a subject matter expert for investment management platforms and programs, and assist in skill and knowledge development for new hires and competitive recruits
• Maintain expert knowledge of TD Wealth\'s investment management programs and platforms, and lead in the development of and updates to advisor-facing procedures, tool guides, user-guides, and other reference material (FAQs, etc.)
• Act as an important first-line of support for investment management platform users and play an important role in collection and prioritization of customer and colleague feedback and irritants
• Contribute to investment management platform roadmap development by actively sharing insights and recommendations that drive platform enhancements, address defects, and strengthen advisor and client experience, and operational productivity
• Review platform release notes to create a comprehensive testing plan in preparation of subsequent scheduled releases, and lead testing, validation, and documentation efforts ahead of new releases/upgrades in partnership with partners in Business Architecture, Technology, Change Management, etc.
• Participate fully and actively as a member of the Managed Solutions team and contribute to a high-performing, inclusive, and caring team culture and working environment
• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

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.

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Wealth Operations

Time Type

Full Time

Employment Type

Regular

TD Bank