Senior Portfolio Management Consultant

Senior Portfolio Management Consultant TD Bank Group, Toronto, Ontario, Canada Work Location: Toronto, Ontario, Canada Hours: 37.5 Line Of Business: TD General Pay Details: $91,200 - $136,800 CAD Job Description The Wealth Investment Office (WIO) is TD Wealth’s source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division—including Financial Planning and Private Wealth Management—by delivering the knowledge and tools they need to execute an efficient and consistent approach to Professional Portfolio Management. Position Overview Are you passionate about portfolio construction and process‑driven investment management? As a Senior Portfolio Management Consultant (PMC), you will collaborate with partners in Practice Management, Product & Private Wealth Management to support TD Wealth’s Investment Advisors, Portfolio Managers and Financial Planners in implementing and delivering professional investment management, leading to better outcomes for the advisor’s clients and their practices. Key Responsibilities Refine investment strategy and asset allocation within a clear philosophy. Develop and differentiate model portfolios for various account sizes. Guide security selection and review criteria. Review platform usage (e.g., Cornerstone, PMP, UMA). Establish triggers for disciplined rebalancing. Launch systematic investment communications for an improved client experience. Fine‑tune articulation of the advisor’s investment story. Consulting & Coaching Coach advisors on portfolio construction and investment management techniques. Assist in transitioning advisors to a process‑driven business model. Build model portfolios, analyze securities holdings, and develop action plans for adopting modeled solutions. Collaborate with field management to guide advisors through transitions. Accountabilities Drive adoption of Professional Investment Management across all advisors and platforms. Execute a five‑step consulting process: deep discovery, model construction, implementation, execution, and progress reporting. Scale consulting efforts by engaging field management to prioritize advisor engagements. Coach and support field management and advisors on WIO tools, resources, dashboards, and publications. Act as a liaison between WIO and key business partners. Participate in advisor training, coaching, and branch presentations. Collaborate with Wealth partners to develop impactful programs and materials. What will success look like? Strong relationships with field management and advisors. Advisors fully understand WIO’s value and key success factors. Efficient scaling of consultancy activities. Evidence of behavioral change and adoption of Professional Investment Management. Accelerated AUM growth, reduced security dispersion, and enhanced practice efficiency. Well‑documented investment plans for all engaged clients. Meeting and exceeding team OKR metrics. Disciplined time management and execution. Education/Accreditations Undergraduate degree with a major/specialty 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. Financial planning designation or Post‑graduate degree preferred. Other Qualifications/Skills/Experience 15+ years of experience in a variety of roles in the financial services industry. Strong knowledge of financial markets. Strong understanding of TD Wealth’s managed products including mutual funds, ETFs, and SMAs—although this is not a product specialist role. Relevant experience & knowledge with regard to working with advisors and their teams. Excellent time management, prioritization, and organizational skills. Strong verbal, written, and presentation skills. Strong interpersonal and relationship management skills needed to effectively work with other members of the team and other areas of TD Wealth. Excellent technical skills and proficient in Microsoft Office, especially Excel. Ability to work both independently and as part of a team. Initiative, flexibility, and adaptability to changing needs. TD is deeply committed to being a leader in customer experience. Through regular leadership and development conversations, mentorship and training programs, we support your potential in a dynamic, collaborative environment. Please note: This opportunity is subject to provincial regulation for employment purposes and accommodates accessibility requirements upon request. #J-18808-Ljbffr