Vice President, Client Portfolio Manager, Equity Portfolio

Vice President, Client Portfolio Manager, Equity Portfolio at TD

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.

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 September 30, 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

The Equity Client Portfolio Management (CPM) team acts as a critical link between TDAM’s equity portfolio management teams and the distribution channels that rely on timely insights, investment expertise, and market perspective. This role supports both quantitative equity strategies and the broader suite of fundamental equity capabilities, serving as a central source of product, market, and portfolio expertise.

As a member of the Equity Client Portfolio Management team, the Vice President, Client Portfolio Manager, Equity Portfolio will act as an advocate for TDAM’s equity capabilities, with a primary focus on fundamental strategies, while also providing support across TDAM’s broader platform. The Vice President, Client Portfolio Manager, Equity Portfolio will serve as a subject matter expert on TDAM’s investment philosophy, process, performance, and competitive positioning.

This role has significant client-facing responsibilities and will engage with clients across all institutional and advice channels, including TD Wealth Financial Planning, TD Wealth Private Investment Advice, and external dealers.

The successful candidate will communicate equity market insights, portfolio positioning, research views, and strategy characteristics to a range of institutional and retail audiences. The Vice President, Client Portfolio Manager, Equity Portfolio will work closely with Portfolio Management, Distribution, Product, Marketing, Risk Management, Legal and Compliance, and senior leadership to ensure consistent delivery of investment messaging across all channels.

Accountabilities

Client & Stakeholder Engagement

• Represent TDAM’s guiding principles, process, advantages, performance/attribution, and portfolio positioning to internal and external clients.

Investment Expertise & Research

Represent portfolio management on topics related to financial markets and our investment capabilities. Topics primarily include the practical application of:

• TDAM's fundamental and quantitative investment process
• TDAM's market and economic outlook
• Portfolio construction and investment thesis for holdings
• Active/passive investment strategies
• Factor investing
• ESG integration

Content Creation & Communication

• Act as a subject matter expert in the creation of communication content to support the marketing and distribution of TDAM’s solution set.
• Provide updates on financial market performance.
• Draft opinion pieces.
• Construct presentation material.
• Write portfolio commentaries.

Product & Business Development Support

• Serve as a key liaison between Portfolio Management, Sales, Sales Enablement, and Marketing and Communications.
• Identify opportunities and support the design of investment solutions for both institutional and retail channels.

Qualifications / Skills / Experience

• CFA designation plus a relevant undergraduate degree.
• 10+ years’ experience in capital markets with strong exposure to equity strategies; direct experience with portfolio management or equity research preferred.
• Strong understanding of investment strategies and portfolio construction concepts.
• Exceptional communication, presentation, and writing skills.
• Strong analytical abilities with proficiency in interpreting performance, attribution, and risk analytics.
• High proficiency with analytical tools and market data platforms.
• Ability to work both independently and collaboratively across multiple concurrent projects.
• Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
• Understanding of the needs across a broad range of client channels, including retail and institutional investors.
• Graduate degree and bilingual French–English are assets.

Key skills/competency

• Client Engagement
• Equity Strategies
• Portfolio Management
• Investment Research
• Financial Markets
• Performance Attribution
• Risk Analytics
• Content Creation
• Stakeholder Management
• Communication Skills