Senior Portfolio Management Consultant

TD Bank

Toronto, Ontario, Canada
Base: $96,900 - $136,800 cad; bonus/equity: not sp...
Professional portfolio management
Investment management strategy
Model portfolios
The Wealth Investment Office (WIO) empowers advisors and portfolio managers by delivering knowledge and tools for professional portfolio management

Job Summary

  • The Wealth Investment Office (WIO) empowers advisors and portfolio managers by delivering knowledge and tools for professional portfolio management.
  • This role involves collaborating with partners to support Financial Planners in implementing professional investment management for better client outcomes.
  • TD offers a Total Rewards package reflecting investments in colleague well-being, including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

The Wealth Investment Office (WIO) empowers advisors and portfolio managers by delivering knowledge and tools for professional portfolio management.

Salary

Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Professional Portfolio Management
  • Investment Management Strategy
  • Model Portfolios
  • Analytical Platforms
  • Excel / MS Office capability

Nice-to-have

  • Client Investment Experience
  • Practice Efficiency
  • Relationship Management
  • Work Independently and Collaboratively

Key Requirements

  • Undergraduate degree in Business, Finance, Statistics, or Mathematics
  • Investment industry accreditation (e.g., CFP, CIM)
  • 10+ years of experience in financial services
  • Strong investment and product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter