Associate, Investment Solutions Presentation support - TD Asset Management

Description

• Collaborate with internal partners to produce high quality marketing and client servicing presentation materials within the team's SLAs
• Exhibit strong time management, organizational skills and understanding of which deliverables to prioritize and re-prioritize as additional intake requests / tasks are received
• Respond to routine and ad hoc requests while meeting service level agreements and ensuring quality control and accuracy of outgoing material
• Display ownership over sales support material content and effectively communicate content preference to stakeholders to ensure clear, informative and value-added messaging
• Adhere to TDAM's brand guidelines and compliance requirements by adopting sales support best practices to ensure that materials produced are compliant and consistent across the team
• Proactively identify opportunities to create efficiencies / provide value-add and lead projects to streamline / standardize processes as required
• Support, as required, for other client / sales activities at different stages of the pipeline

Job Requirements

• Strong time management and organizational skills with attention to detail and quality control
• Risk management mindset
• Ability to effectively translate complex information into clear messages for target audiences
• Solid interpersonal and relationship management skills
• Ability to manage multiple objectives simultaneously
• Exhibit sound judgement and strong common sense
• Advanced user in MS PowerPoint and Excel
• Be a high energy, positive and results-oriented individual with a commitment to providing an exceptional level of service and a reputation for getting things done
• Strong critical thinking and problem-solving skills to solve sometimes unstructured and complex issues independently
• Possess a passion for learning about the wealth asset management business and a desire to grow skillset
• Fully bilingual (French and English) considered an asset

Specific Education Requirements

• Undergraduate degree or other relevant financial certification.
• Five years of experience working in Financial Services, Asset Management or Capital Markets
• Keen interest and understanding of investment and market concepts
• Investment industry accreditation considered an asset

Who We Are :

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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.

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.