Senior Portfolio Management Consultant

TD

Vancouver, British Columbia, Canada
Base: $96,900 - $136,800 cad; bonus/equity: not sp...
15+ years financial services experience
Investment strategy and asset allocation
Model portfolio development
This role empowers advisors and portfolio managers by delivering the knowledge and tools needed for efficient professional portfolio management

Job Summary

  • This role empowers advisors and portfolio managers by delivering the knowledge and tools needed for efficient professional portfolio management.
  • The successful candidate will coach advisors on portfolio construction, assist in transitioning them to a process-driven business model, and drive the adoption of Professional Investment Management.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, savings programs, and extensive career development opportunities.

Matching Summary

This role empowers advisors and portfolio managers by delivering the knowledge and tools needed for efficient professional portfolio management.

Salary

Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • 15+ years financial services experience
  • Investment strategy and asset allocation
  • Model portfolio development
  • Advisor coaching and consulting
  • Professional investment management adoption

Nice-to-have

  • Strong presentation and communication skills
  • Excellent time management abilities
  • Adaptability to fast-paced environment
  • Deep understanding of TD Wealth products

Key Requirements

  • Undergraduate degree in Business, Finance, Statistics, or Mathematics
  • Investment industry accreditation (CSC, CIM)
  • Completion or pursuit of CFA designation
  • 15+ years of experience in financial services
  • Preferred: Financial planning designation or post-graduate degree

Work Rights

Not specified

Tailored Resume

Cover Letter