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Portfolio Management Consultant

2 months ago

Old Toronto, Ontario, Canada TD Bank Full time

About the Role:

This is a priority position as the Portfolio Consultant will work with other WIO team members and partners in Practice Management, Product & Private Wealth Management to assist Financial Planners & advisors in transitioning to a more process driven and professional investment management business model by specifically coaching them on the components of portfolio construction & investment management techniques.

Key Responsibilities:

  1. Develop a deep understanding of TD Wealth's fee-based and managed account platforms as well as the recommended portfolio solutions and products to support the delivery of these solutions to the advice channels.
  2. Provide holistic investment management consultation to deliver and coach to a professional portfolio construction process and outcome.
  3. Deliver managed investment guidance to TD Wealth's advice channels.
  4. Prepare written reports for a number of market-related publications with varied frequency of distribution.
  5. Contribute to a daily conference call highlighting relevant research and market-related news for the advisors.
  6. Field and respond to advisor inquiries and requests for information regarding managed investments.
  7. Participate in advisor training and branch presentations as required.
  8. Support WIO initiatives that may not be directly related to managed investments.
  9. Building a multi-factor holistic view of a planners/advisors book of business for the purpose of analyzing security positions, asset allocation and portfolio construction techniques.
  10. Based on this analysis build recommendations and possible solutions sets that can be adopted by the planner/advisor to transition their business to modeled solution set and lower overall product dispersion.
  11. Based on your recommendations educate & coach planners/advisors to:
    1. develop a deep understanding of TD Wealth's fee-based and managed account platforms and corresponding pricing methodologies and assist the planners/advisors in adopting newer technologies in building a more scalable practice.
    2. build and integrate an investment philosophy into their value proposition.
    3. identify and transition to modeled solutions sets that can be deployed over the majority of the planners/advisors book.

Requirements:

  1. Undergraduate degree with a major/specialty in Business, Finance, Statistics, 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.

Preferred Qualifications:

  1. 3-5 years of experience in the financial services industry.
  2. Strong knowledge of financial markets.
  3. Strong understanding of managed products including mutual funds, ETFs, and SMAs.
  4. Strong time management, prioritization and organizational skills are required to manage multiple deadlines and priorities.
  5. Strong verbal and written communication skills.
  6. Strong interpersonal and relationship management skills needed to effectively work with other members of the team and other areas of TD Wealth.
  7. Excellent technical skills and a strong working knowledge of Microsoft Office are required; strong Microsoft Excel skills are essential.
  8. Analytic, technical and computational skills would be a bonus; VBA, Python, etc. basic data management.
  9. Knowledge and understanding of Bloomberg and Morningstar is preferable.
  10. Ability to work both independently and as a team player.
  11. Outgoing individual who demonstrates keen initiative, flexibility and ability to react quickly to changing needs, positively rising to challenges presented.