Associate, Investment Solutions Presentation Support - TD Asset Management

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

Pay Details: 69 700 $/$69,700 - 98 400 $/$98,400 CAD

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 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.

Job Description The Associate III supports Relationship Managers across multiple distribution channels by producing high-quality PowerPoint presentations for clients, prospects, consultants, advisors and external audiences, that align with branding standards and regulatory requirements. This role plays a critical part in producing polished, accurate, and timely presentation materials that support business development, client engagement, and portfolio communication.

The ideal candidate is highly detail-oriented, execution-focused, and comfortable working in a fast-paced environment with multiple stakeholders and competing priorities.

Daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant presentation requests. 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.

Presentation Development & Execution

• Build, format, and update PowerPoint presentations to support relationship managers with their client meetings, pitches, and educational materials

• Execute strictly according to provided instructions, templates, and content guidance

• Ensure all presentations adhere to established branding guidelines (fonts, layouts, colors, formatting standards, etc.)

• Incorporate standardized content, charts, and visuals while maintaining consistency across materials

Quality Control & Compliance

• Review all deliverables for accuracy, completeness, and consistency prior to distribution

• Identify, correct, and flag errors (formatting, data, language, disclosures)

• Ensure all required disclosures and regulatory requirements are properly applied and positioned within presentations

• Leverage checklists, guidelines, and internal resources to maintain high-quality output

• 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

Stakeholder & Project Management

• Collaborate with internal partners (e.g., Relationship Managers, Portfolio Managers, Compliance, Marketing, etc.) to deliver high quality presentation materials within the team's service level agreements (SLAs)

• Manage feedback cycles, approvals, and revisions across multiple stakeholders

• Communicate clearly and professionally when managing expectations, timelines, and competing priorities

• Navigate challenging stakeholder dynamics while maintaining a solutions-oriented approach

• Display ownership over sales support material content and effectively communicate content preference to stakeholders to ensure clear, informative and value-added messaging

Workload & Time Management

• Manage multiple deliverables simultaneously in a deadline-driven environment

• Prioritize tasks effectively based on urgency and business impact

• Ensure timely delivery of materials while maintaining quality standards

• Respond to routine and ad hoc requests while meeting SLAs

• 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

• Advanced proficiency in Microsoft PowerPoint (required) and Excel

• Strong attention to detail and quality control with a proven ability to identify and correct errors

• Excellent execution skills and ability to work independently and follow detailed instructions precisely

• Strong organizational and time management skills

• Ability to work under pressure and manage multiple deadlines

• Ability to effectively translate complex information into clear messages for target audiences

• Effective communication and stakeholder management skills

• Problem-solving capabilities to solve unstructured and complex issues independently

• Ability to remain composed and professional in challenging situations

• Exhibit sound judgement and strong common sense

• Critical thinking and risk management mindset

• 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

• Experience with data visualization or chart creation (nice to have)

• Familiarity with SharePoint or document management systems (nice to have)

• Experience working with standardized content libraries (nice to have)

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 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.