Vice President, Asset Allocation Client Portfolio Manager
Work Location:
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$130,000 - $170,000 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:
Department Overview
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. As of September 30, 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment and foundation, and corporate clients, as well as high‑net‑worth clients, retail mutual funds and exchange‑traded funds (ETFs).
This role supports TDAM's Asset Allocation team, who manages over $100 billion in assets across global multi‑asset portfolios. The Asset Allocation team designs and manages portfolio solutions by employing a multi‑disciplined investment process that integrates macroeconomic, cross‑asset and fundamental research, leveraging both quantitative and qualitative analysis.
TDAM's Client Portfolio Management (CPM) team is growing, and this position offers an opportunity to join one of Canada's leading investment managers. Reporting to the Vice‑President & Director, the Asset Allocation CPM will act as a senior advocate and representative of TDAM's Asset Allocation platform. The Asset Allocation CPM role sits within TD Asset Management's Client Portfolio Management function, a front‑office team that reports to the Managing Director, Client Portfolio Management, who in turn reports directly to the Chief Investment Officer of TDAM.
The CPM team is an integrated team spanning coverage of equities, fixed income, alternatives and asset allocation, and works in close partnership with TDAM's portfolio management and research teams. The Asset Allocation CPM is fully embedded with the Asset Allocation investment team, working alongside portfolio managers and analysts and participating directly in investment discussions.
Job Description / Accountabilities
In this role, the CPM:
The CPM acts as an advocate for TDAM's asset allocation capabilities. The CPM will serve as a subject matter expert on TDAM's asset allocation capabilities along with translating complex macroeconomic views, cross‑asset research and portfolio positioning into clear, actionable guidance to institutional and retail clients. This role is designed for an experienced, client‑facing investment professional with strong presentation skills, sound judgement and the ability to confidently engage with a broad cross‑section of clients across various market environments.
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This position involves frequent collaboration with Portfolio Management, Product, Sales, Marketing and Distribution teams and carries meaningful visibility through in‑person client meetings, webinars, written commentary and thought leadership.
Accountabilities
Client & Stakeholder Engagement
- Serve as a CPM and senior investment representative for TDAM's Asset Allocation platform, articulating investment philosophy, process, portfolio construction, positioning and performance across both retail and institutional audiences.
- Champion and uniquely position TDAM's investment capabilities, discipline and competitive advantages, reinforcing consistency, credibility and confidence across all engagements.
Content Creation & Communication
- Develop, lead and deliver high‑quality investment presentations, market updates and portfolio commentaries - including in‑person client meetings, investment committee presentations, webcasts and written communications.
- Act as a subject matter expert in the creation of communication content and spearhead the support of marketing and distribution of TDAM's asset allocation strategies.
Investment Expertise & Research
- Translate portfolio construction, asset allocation decisions and risk positioning into clear, client‑relevant narratives for internal and external audiences.
- Act as a trusted subject matter expert on global multi‑asset portfolios and multi‑asset portfolio construction.
- Monitor global financial markets and macroeconomic developments, synthesizing complex information into clear, actionable insights for clients and internal stakeholders.
Product & Business Development Support
- Support relationship managers and sales teams in prospecting, RFPs, due diligence meetings and consultant reviews.
- Act as a key liaison and collaborate with Portfolio Management, Sales, Sales Enablement and Marketing & Communications to identify opportunities and support the design of investment solutions.
- Anticipate client needs and proactively address questions.
- Contribute client insight, market intelligence and competitive perspectives to the development and refinement of portfolio strategies and structures.
Qualifications / Skills / Experience
- CFA designation plus a relevant undergraduate degree.
- 5+ years' experience in asset management or capital markets, ideally in a Client Portfolio Manager, portfolio management, investment specialist or institutional client‑facing role.
- Strong understanding of public & private investment strategies, portfolio construction concepts and methodologies.
- Demonstrated experience supporting both retail and institutional clients, with the ability to adapt messaging and depth accordingly.
- Proven success as a lead presenter, including experience presenting to investment committees, advisors, consultants or senior client stakeholders; ability to operate confidently in high‑stakes client or consultant environments.
- Exceptional communication and presentation skills, paired with superior writing capabilities to support market commentaries and client‑ready materials.
- Strong analytical capabilities, including the ability to interpret portfolio performance, attribution and risk exposures.
- Creative thinker and storyteller with the ability to frame investment narratives in engaging and differentiated ways.
- High degree of organizational intelligence, with the ability to navigate complex stakeholder environments and align investment messaging across teams.
- Self‑starter; highly collaborative with a partnership‑oriented mindset and ability to influence without authority.
- Strong aptitude for technology and its application in analytical and portfolio management settings, with an ability to assimilate complex and varied market data.
- Demonstrated leadership potential, including the ability to mentor others and contribute to team development.
- Strong business acumen, organizational skills and ability to thrive in a fast‑paced, client‑driven environment.
- Frequent travel may be required; candidates must be able to travel as needed.
- Bilingual French‑English is 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):
Sans Objet
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion