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Associate, Client Portfolio Management (Equity Portfolio) - TD Asset Management

Toronto, ON, Canada

105 000 $/$105,000 - 145 000 $/$145,000 CAD · Full-time

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Applications open in a new tab.

Job details

Pay: 105 000 $/$105,000 - 145 000 $/$145,000 CAD
Job type: Full-time
Apply by: Dec 13, 2026
Posting language: English
Posted: Nov 13, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours

37.5

Line Of Business

TD Wealth

Pay Details

105 000 $/$105,000 - 145 000 $/$145,000 CAD

This 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 June 30 2026, TDAM and its affiliates manage over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

Job Description/Accountabilities

As an Associate on the Client Portfolio Management (CPM) team, you will be part of a team that acts as a key link between the investment teams managing the investment strategies and the various stakeholders that rely on this information.

Reporting to the Vice President & Director, the Associate will assist the Client Portfolio Managers in providing subject matter expertise across TDAM's investment strategies. As an Associate, you will assist CPMs by performing ongoing research, investment solution analysis, presentation design and investment writing.

Accountabilities

Support the CPMs to serve as a key liaison between Portfolio Management, Sales, Sales Enablement and Marketing and Communications
Write investment articles, investment commentaries, trade rationales and respond to queries
Assist in designing and constructing presentation content to enhance investment messaging for TDAM's investment strategies to external prospects and existing clients
Manage regular reports and databases
Assist in analyzing investment portfolios and provide insights on performance drivers, risk factors, and competitive characteristics
Assist in analyzing and communicating given topics related to financial markets and our investment capabilities. Topics would primarily focus on the practical application of TDAM's philosophy and process, investment positioning, market and economic outlook
Aid the broader CPM team as required and assist on projects as needed
Present key market insights internally, with opportunities to support client-facing discussions over time

Qualifications

Qualifications/Skills/Experience

The ideal candidate will have a CFA (or pursuing) and/or graduate degree plus a relevant undergraduate degree.
Bilingual, French- English is an asset
2 to 4 years' experience in the investment industry with an understanding or knowledge of various investment strategies (fixed income, fundamental equity, quantitative equity, alternative investments) along with an understanding or knowledge of portfolio construction concepts
Must have exceptional writing skills and be able to present ideas clearly.
Strong aptitude with technology with an ability to assimilate complex and varied market data. Specifically, proficiency with Microsoft Office (Excel and PowerPoint) is required and familiarity with Bloomberg/Factset/Morningstar Direct is a plus
Excellent presentation skills with the ability to present investment insights creatively
Strong analytical and quantitative skills with high attention to detail and accuracy
Strong organizational skills, with the ability to work on multiple projects concurrently
Team player with the ability to thrive in a high-performance culture operating under time sensitive deadlines
Intellectual curiosity and a strong passion for capital markets

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)

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.

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More about this job

Responsibilities

Support Client Portfolio Managers by researching investment strategies, analyzing portfolios and market topics, and preparing investment articles, commentaries, trade rationales, and presentations. Maintain reports and databases, communicate investment insights to internal stakeholders, and contribute to client-facing discussions and team projects.

Requirements

Candidates should have 2–4 years of investment-industry experience and knowledge of investment strategies and portfolio construction; a CFA designation or progress toward one and/or a graduate degree, alongside a relevant undergraduate degree, is sought. Strong writing, presentation, analytical, quantitative, organizational, and technology skills are required, including proficiency in Excel and PowerPoint; French-English bilingualism is an asset.

Skills

Investment Research
Investment Writing
Portfolio Analysis
Portfolio Construction
Financial Markets Analysis
Presentation Design
Investment Communications
Performance Analysis
Risk Analysis
Quantitative Analysis
Microsoft Excel
Microsoft PowerPoint
Bloomberg
FactSet
Morningstar Direct
Organization

Benefits

Health and Well-Being Benefits
Savings and Retirement Programs
Paid Time Off
Banking Benefits and Discounts
Career Development
Reward and Recognition Programs

Visa sponsorship

Not detected in the job text

Keywords

Client Portfolio Management
TD Asset Management
Investment Management
Investment Strategies
Portfolio Management
Portfolio Construction
Fundamental Equity
Quantitative Equity
Fixed Income
Alternative Investments
Investment Research
Investment Writing
Investment Commentaries
Trade Rationales
Portfolio Analysis
Performance Drivers
Risk Factors
Financial Markets
Market Outlook
Economic Outlook
Investment Positioning
CFA
Microsoft Excel
Microsoft PowerPoint
Bloomberg
FactSet
Morningstar Direct
Presentation Design
Client Communications

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Work requirements

Jobs in Canada