Client Relationship Analyst - TD Asset Management

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 December 31, 2025, TDAM and its affiliates manage over $508 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

The Client Relationship Associate is an integral part of TD Global Investment Solutions (TDGIS) Institutional Distribution Team. This position has primary accountability for providing a high level of client service support to Institutional Clients and Consultants at one of Canada's largest asset managers.

Daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant requests. Strong interpersonal skills are essential to maintain and expand relationships with external clients, numerous internal business functions and other team members. This position is both deadline-based and ad hoc in nature as two days are never the same, therefore flexibility is required. This position provides the opportunity to join a diverse team with a strong culture focused on collaboration, delivering high quality results and personal development.

Accountabilities

• Supporting our business growth through preparation and coordination of the client onboarding process
• Develop partnerships with multiple internal departments leveraging their skills and resources to service client requests
• As a primary contact for assigned Client relationships, maintaining “Best in Class” client experience will be a priority through effective coordination and execution of ongoing and ad hoc requests
• Assume assignment of more complex client mandates and requests upon consistent demonstration of ability to effectively execute on challenging client deliverables
• Provide timely, accurate and professional responses to client/consultant inquiries meeting service level agreements
• Coordinate and facilitate meetings with internal stakeholders to support effective client on-boarding, client mandate changes and ad hoc requests as required
• Cross train on Sales Support deliverables to provide team support as required
• Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
• Develop an understanding of the product offerings and investment management industry practices
• Participate in project related initiatives to enhance client experience
• Collection of outstanding documentation and ad hoc compliance and audit requirements

Job Requirements:

• 3+ years' experience in relevant functions
• Possess excellent communications skills, both written and oral.
• Bilingual in English and French is preferred.
• Exhibit particularly strong attention to detail along with exceptional time management and organizational skills.
• Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for “getting things done”;
• Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff.
• Exhibit and execute proactively to address potential service or operational gaps,
• Be a highly motivated individual with the ability to inspire peers to greater results;
• Have at least three years' experience in a client service role, with expanding complexity;
• Exhibit very strong interpersonal skills;
• The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities;
• Have a university degree and the Canadian Securities Course (CSC);
• Enrolment in the Chartered Financial Analyst designation program is an asset.
• Exhibit a keen interest in and knowledge of the Canadian investment management industry; knowledge of the Canadian pension industry is an asset;
• Advanced user in MS Powerpoint, Word and Excel

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.

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):

Sans Objet