Senior Portfolio Management Consultant

TD

Toronto, Ontario, Canada
Base: $96,900 - $136,800 cad; bonus/equity: not sp...
Professional investment management adoption
Portfolio construction and model development
Advisor-facing one-on-one consultations
TD Wealth’s Wealth Investment Office empowers advisors and portfolio managers by delivering investment management strategy and tools to execute professional portfolio management

Job Summary

  • TD Wealth’s Wealth Investment Office empowers advisors and portfolio managers by delivering investment management strategy and tools to execute professional portfolio management.
  • The Senior Portfolio Management Consultant role involves driving adoption of professional investment management, leading coaching engagements, and collaborating with partners to support financial planners.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, career development, and a respectful workplace fostering diverse perspectives.

Matching Summary

TD Wealth’s Wealth Investment Office empowers advisors and portfolio managers by delivering investment management strategy and tools to execute professional portfolio management.

Salary

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

Skills & Requirements

Must-have

  • Professional Investment Management adoption
  • Portfolio construction and model development
  • Advisor-facing one-on-one consultations
  • Use of analytical platforms like Morningstar Direct
  • Strong Excel and MS Office skills
  • Collaboration with internal business partners

Nice-to-have

  • Strong communication and presentation skills
  • Relationship management expertise
  • Ability to work independently and collaboratively
  • Experience with training and coaching advisors

Key Requirements

  • Undergraduate degree in Business, Finance, Statistics or Mathematics
  • Investment industry accreditation such as CFP or CIM
  • 10+ years financial services experience
  • Strong market knowledge and advisor experience
  • CFA designation completed or in progress preferred
  • Financial planning designation or post-graduate degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter