Portfolio Management Consultant

2 weeks ago

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

Join TD Wealth as a Portfolio Management Consultant and contribute to the delivery of managed investment solutions to our Canadian advisors.

About the Role

This is a dynamic position that requires a strong understanding of financial markets and managed products, including mutual funds, ETFs, and SMAs. As a Portfolio Management Consultant, you will work closely with the Wealth Investment Office (WIO) team to provide holistic investment management consultation and support to advisors.

Key Responsibilities
  • Develop a deep understanding of TD Wealth's fee-based and managed account platforms to support the delivery of these solutions.
  • Provide portfolio construction guidance and support for advisors requiring customized solutions.
  • Interpret managed product research from TD's internal investment manager research group.
  • Contribute to market-related publications and conference calls on a regular basis.
  • 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.
  • Source and analyze the holdings & portfolio construction techniques within individual planners/advisors' books for coaching and assistance.
  • Develop model portfolios for a variety of client risk profiles.
Requirements
  • Undergraduate degree with a major/speciality in Business, Finance, Statistics, 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.
  • 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; strong Microsoft Excel skills are essential.
About TD

TD is a global leader in the financial services industry, offering a legendary client experience to over 27 million households and businesses in Canada, the US, and around the world.

We're committed to helping our colleagues achieve their mental, physical, and financial well-being through our global compensation program.

We're excited that you're considering a career at TD. We're dedicated to supporting our colleagues in achieving their personal and professional goals.

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