Elevate your career with TD as a Portfolio Management Consultant in Toronto. You'll thrive in a cooperative setting, driving investment management excellence and supporting financial planners' success.
This role within TD Wealth’s Wealth Investment Office highlights your expertise in portfolio construction and managed investment solutions. Collaborate closely with advisors to impart disciplined investment practices and leverage your deep industry knowledge. Your contributions will enhance portfolio outcomes and solidify client-focused strategies across TD’s Canadian advice channels.
Key Responsibilities:
• Coach financial planners on portfolio construction practices
• Analyze advisor books for coaching opportunities
• Create tailored portfolios for diverse client needs
• Deliver training sessions and presentations
• Prepare detailed reports and market commentary
Requirements:
• 5+ years in financial services
• Robust knowledge of managed products
• Undergraduate degree in Business or Finance
• Familiarity with analytical tools such as VBA or Python
• Excellent presentation and communication skills
Bring your passion for investment management and help shape the future of financial advisory at TD.
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📌 Consultant In Portfolio Management At Td Ontario (Canada)
🏢 TD
📍 Canada
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