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Investment Portfolio Consultant

2 months ago


Golden Horseshoe, Canada The Toronto-Dominion Bank (Canada) Full time
Job Description

Job Title: Portfolio Management Specialist

Job Summary:

We are seeking a highly skilled Portfolio Management Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our Wealth Investment Office, you will play a critical role in empowering our advisors and portfolio managers to execute an efficient and consistent approach to portfolio management.

Key Responsibilities:

  • Develop a deep understanding of our managed assets product spectrum and provide guidance to advisors on portfolio construction and investment management techniques.
  • Support the delivery of managed investment solutions to our Canadian advisors and provide portfolio construction guidance and support for advisors requiring customized solutions.
  • Interpret managed product research from our internal investment manager research group and contribute to market-related publications and conference calls.
  • Be the first responder to advisor managed investment inquiries and provide investment guidance and portfolio construction advice.
  • Lead Book Review activities for the Financial Planning channel and source and analyze the holdings and portfolio construction techniques within individual planners/advisors' books.
  • Educate advisors and Branch Managers & Senior Relationship Managers on developing, building, and maintaining a scalable and efficient approach to investment management.

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 and 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, with strong Microsoft Excel skills.
  • Ability to work both independently and as a team player.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

Our Total Rewards Package:

We offer a comprehensive Total Rewards package that reflects our commitment to supporting the financial, physical, and mental well-being of our colleagues.