Job Description:

Department Overview

IMR is part of the broader TD Wealth Shelf Management & Investment Research (SMIR) team. SMIR provides product shelf management and strategic thought leadership for TD Wealth's distribution businesses including Financial Planning, Private Wealth Management and Direct Investing. SMIR manages product onboarding, governs decisions and long-term plans for the product shelf and platforms, as well as providing distribution oversight of TD proprietary deposit and investment products. The team blends a strong due diligence approach with forward-thinking thought leadership to help drive business results of the various TD distribution channels. SMIR has an open and collaborative culture that supports career development, diversity and work/life balance.

Overview

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:

• Awareness of the Canadian Mutual Fund industry and capital markets along with developments/challenges facing asset managers and clients.
• 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:
• Knowledge of investment management strategies and the Canadian investment regulatory framework with a focus on mutual funds, Separately Managed Accounts and Exchange Traded Funds.
• Ability to gather and share relevant industry information/developments and provide a fact based opinion and recommendation.

The Associate role is multi-faceted, though the primary responsibility is to assist with IMR's due diligence and shelf management accountabilities, that include 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:

• Lead, Organize, prepare and effectively execute periodic investment manager interviews.
• Responsible for ongoing due diligence and oversight for managers
• Participate in shelf due diligence and on-boarding responsibilities.
• 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 the key, Canadian based asset managers and their strategies.
• 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.

• 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 significant market and/or industry events, including keeping track of new developments and noteworthy market news particularly on Preferred List firms and products.

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):
Sans Objet