The posting
Work Location:
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
TD General
Pay Details:
66 200 $/$66,200 - 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 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.
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.
An integral member of the Institutional Distribution team, the Associate III, Business Development provides research, intelligence gathering and operational support that enables regional sales and business development activity. The successful candidate will be a highly motivated and detail-oriented individual with a keen interest in the investment management industry, strong communication and organizational skills, and a commitment to delivering accurate, responsive support in a fast-paced environment.
This role works closely with Relationship Managers, Business Developers, Client Portfolio Managers, Consultant Relations, Marketing and Sales Enablement. The Associate supports prospect and market research, meeting preparation, pipeline administration, campaign execution and sales processes for our Global Institutional Distribution team.
ACCOUNTABILITIES
· Provide day-to-day sales support to institutional Relationship Managers and Business Developers, including pre-meeting research, briefing materials and follow-up coordination.
· Prepare prospect profiles by gathering and summarizing relevant information on organizations, decision-makers, investment priorities, current managers and potential needs.
· Gather market, competitor, consultant and industry intelligence from approved internal and external sources and summarize findings clearly for internal partners.
· Support the identification and maintenance of prospect lists, market maps and engagement plans based on priorities established by Relationship Managers and Business Developers.
· Source relevant RFPs and lead-generating opportunities, maintain tracking records and coordinate required information with internal partners.
· Support pipeline administration by entering and maintaining accurate prospect, opportunity and activity information in Salesforce and following up on missing or outdated data.
· Prepare sales and pipeline reporting, monitor activity and data-quality indicators, and escalate material gaps or inconsistencies to the appropriate owner.
· Support conference, event and regional initiatives by researching attendees, preparing priority lists, coordinating materials and tracking assigned follow-up actions.
· Execute assigned components of sales campaigns and sales priorities, including research, list development, materials preparation, activity tracking and results reporting.
· Coordinate internal meetings and sales processes, including agendas, materials, logistics, action tracking and CRM updates.
· Develop and maintain working knowledge of TD Asset Management solutions, institutional client segments, industry participants and relevant market trends, and apply that knowledge accurately in research and support activities.
· Use Microsoft Copilot to create practical prompts, templates and workflow tools that reduce repetitive work and improve consistency, while validating sources and outputs and complying with confidentiality and approved-use requirements.
· Collaborate effectively with Relationship Managers, Business Developers, Client Portfolio Managers, Consultant Relations, Marketing, Investment Proposals and Solutions Support, and other internal partners to deliver timely, high-quality support.
· Identify opportunities to improve recurring processes, templates, data quality and team efficiency; recommend enhancements and implement approved changes within the assigned scope.
· Manage defined deliverables independently, seek guidance on priorities or judgement calls when required, and escalate risks, errors or competing deadlines promptly.
· Participate in project-related initiatives and share knowledge, tools and best practices that strengthen the Institutional Distribution team's execution.
JOB REQUIREMENTS
· Bachelor's degree in finance, business, economics or a related field.
· 2+ years of relevant experience in asset management, financial services, institutional sales support, research, operations or a related environment.
· Foundational knowledge of the asset management industry and an interest in institutional client segments, investment products, consultants and competitors.
· Strong research and analytical skills, with the ability to gather information from multiple sources, validate details and produce clear, concise summaries.
· Excellent organizational skills, attention to detail and accuracy, particularly when preparing prospect profiles, sales materials, CRM records and reporting.
· Ability to manage multiple defined priorities, meet deadlines and maintain quality in a fast-paced and evolving environment.
· Strong written and verbal communication skills, including the ability to prepare professional internal updates, briefing notes and research summaries.
· Sound judgement and problem-solving skills, with the ability to recognize when direction, review or escalation is required.
· Ability to build positive internal partnerships and work effectively across sales, marketing, product, investment and operational teams.
· Advanced proficiency in Microsoft PowerPoint, Word and Excel, and comfort working with data, reporting tools and CRM systems.
· Ability to use Microsoft Copilot responsibly, including source validation, human review, confidentiality and documentation of reusable workflows.
· Demonstrated reliability, responsiveness, initiative and willingness to learn and adopt team best practices.
ADDITIONAL CONSIDERATIONS
The following qualifications will be considered in addition to the core requirements:
· Enrollment in, or interest in pursuing, the Chartered Financial Analyst designation program.
· Experience with Salesforce CRM, eVestment, consultant databases, market-intelligence platforms or public-plan research resources.
· Experience preparing research, briefing notes, sales materials or pipeline reports.
· Fluency in French.
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.
