Manager, FP Investment & Product Management
Listed on 2026-02-21
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Finance & Banking
Risk Manager/Analyst, Wealth Management, Corporate Finance, Financial Manager -
Management
Risk Manager/Analyst, Wealth Management, Financial Manager
Description
The Manager, FP Investment & Product Management, plays a critical role in shaping and sustaining the long-term direction of the Financial Planning business. The role is accountable for both the strategic evolution of the FP product shelf and the disciplined day-to-day management activities that support investment governance, risk oversight, and exception management across the channel.
By ensuring the product shelf evolves to meet changing client needs, supports the professional practices of Financial Planners, and drives strong business outcomes, this role serves as a key steward of product integrity, competitiveness, and best practices.
Through a balance of forward-looking strategy and operational rigor, the Manager helps ensure the FP platform remains well governed, market relevant, and positioned for continued growth.
Key Responsibilities
Helps lead the development of our long-term strategic roadmap and ongoing evolution of the Financial Planning product shelf, ensuring alignment with business objectives and competitive positioning within the mass affluent and emerging mass affluent segments.
Own day-to-day product governance and exception management by overseeing the review and adjudication of investment product exception requests from Financial Planners nationwide. Apply deep product expertise and sound judgment to approve or decline requests, and provide well supported recommendations to the VP, Financial Planning for escalations as required.
Oversee and continuously refine investment management best practices within the FP channel, including ownership and evolution of the Professional Investment Management metric to ensure it remains relevant, effective, and aligned to business priorities.
Serve as a key partner to Compliance, Governance and Control, Investment Management Risk, and related stakeholders to proactively identify, mitigate, and prevent risks related to suitability, concentration, and broader investment product governance matters.
Act as a central conduit between Financial Planning and key partners, including the Wealth Investment Office, TD Asset Management, Investment Management Risk, and Wealth Product, ensuring strong alignment and coordinated execution across the enterprise.
Ensure there is robust support for key investment products and solutions – and that planners have the training, insights and knowledge required for robust and informed client conversations.
Job Requirements
Prior experience in the wealth management or asset management industry
Expert knowledge of investment products and solutions, and the role they play within advice-based channels
Solid understanding of investment best-practices and how to support advisors/planners in building scalable practices that support efficient growth and risk management
Experience leading and reporting on complex projects with multiple stakeholders
Strong analytical problem-solving abilities, including experience with data analysis, interpretation, and preparing reports or presentations
Excellent communication skills, with the ability to develop materials for planners and leaders – and comfort presenting to large audiences
Ability to take initiative, manage ambiguity, processes, and governance frameworks
Commercial awareness and understanding of how TD generates value
A post-secondary degree is required
The CFA designation and/or other investment management certifications are considered assets
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…
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