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Portfolio Management Consultant

2 months ago

Toronto, Ontario, Canada TD Bank Full time
Portfolio Consultant

TD Wealth is seeking a Portfolio Consultant to join its Wealth Investment Office (WIO) team. The successful candidate will work with advisors to transition to a more process-driven and professional investment management business model.

Key Responsibilities:
  • Develop a deep understanding of TD Wealth's fee-based and managed account platforms, as well as recommended portfolio solutions and products.
  • Provide holistic investment management consultation to deliver and coach to a professional portfolio construction process and outcome.
  • Deliver managed investment guidance to TD Wealth's advice channels.
  • Prepare written reports for market-related publications.
  • Contribute to a daily conference call highlighting relevant research and market-related news for advisors.
  • Field and respond to advisor inquiries and requests for information regarding managed investments.
  • Participate in advisor training and branch presentations as required.
  • Support WIO initiatives that may not be directly related to managed investments.
Requirements:
  • Undergraduate degree with a major/specialty in Business, Finance, Statistics, or Mathematics.
  • Investment industry accreditation (e.g., CSC, CIM).
  • Completion of or working towards completion of the CFA Institute's Chartered Financial Analyst (CFA) designation.
  • 3-5 years of experience in the financial services industry.
  • Strong knowledge of financial markets.
  • Strong understanding of managed products, including mutual funds, ETFs, and SMAs.
  • Strong time management, prioritization, and organizational skills.
  • Strong verbal and written communication skills.
  • Strong interpersonal and relationship management skills.
  • Excellent technical skills and a strong working knowledge of Microsoft Office.
About TD Wealth:

TD Wealth is a leading provider of investment management and wealth planning services to individuals, families, and institutions. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.