Consultant In Portfolio Management At Td Toronto (Canada)

Consultant In Portfolio Management At Td Toronto (Canada)

08 Aug
|
TD
|
Canada

08 Aug

TD

Canada

Elevate your career with TD as a Portfolio Management Consultant in Toronto. You'll thrive in a team-oriented 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
Solid 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.

📌 Consultant In Portfolio Management At Td Toronto (Canada)
🏢 TD
📍 Canada

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