Base: $96,900 - $136,800 cad; bonus/equity: not sp...
Professional investment management adoption
Portfolio construction and guidance
Advisor-facing consulting
TD Wealth’s Wealth Investment Office empowers advisors and portfolio managers by delivering knowledge and tools for professional portfolio management
Job Summary
TD Wealth’s Wealth Investment Office empowers advisors and portfolio managers by delivering knowledge and tools for professional portfolio management.
The Senior Portfolio Management Consultant collaborates with internal partners to support financial planners in delivering professional investment management leading to better client outcomes.
TD offers a comprehensive Total Rewards package including competitive base salary, variable compensation, health benefits, career development, and a respectful, diverse workplace culture.
Matching Summary
TD Wealth’s Wealth Investment Office 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: 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 guidance
Advisor-facing consulting
Analytical platform usage
Strong relationship management
Investment portfolio analysis
Nice-to-have
Coaching and training delivery
Collaborative cross-functional partnerships
Time management skills
Independent and team work capability
Key Requirements
Undergraduate degree in Business, Finance, Statistics, or Mathematics
Investment industry accreditation (e.g., CFP, CIM)
10+ years financial services experience
Strong investment product knowledge
CFA completed or in progress preferred
Financial planning designation or post-graduate degree preferred