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Portfolio Management Specialist

2 months ago

Old Toronto, Ontario, Canada TD Bank Full time
Job Title: Portfolio Management Consultant

Job Summary:

We are seeking a highly skilled Portfolio Management Consultant to join our team at TD Bank. As a Portfolio Management Consultant, you will be responsible for providing expert advice and guidance to our clients on investment portfolio management and optimization.

Key Responsibilities:

  1. Develop and implement investment portfolio strategies to meet client goals and objectives.
  2. Conduct thorough analysis of client financial situations and provide tailored investment recommendations.
  3. Collaborate with cross-functional teams to ensure seamless delivery of investment services.
  4. Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.
  5. Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.

Requirements:

  1. Undergraduate degree in Business, Finance, Statistics, or Mathematics.
  2. Investment industry accreditation (e.g., CSC, CIM).
  3. Completion of or working towards completion of the CFA Institute's Chartered Financial Analyst (CFA) designation.
  4. 3-5 years of experience in the financial services industry.
  5. Strong knowledge of financial markets and investment products.
  6. Excellent communication and interpersonal skills.
  7. Ability to work in a fast-paced environment and prioritize multiple tasks.

What We Offer:

At TD Bank, we offer a competitive compensation package, comprehensive benefits, and opportunities for career growth and development. If you are a motivated and results-driven individual with a passion for investment portfolio management, we encourage you to apply for this exciting opportunity.