Join TD Wealth as a Portfolio Management Consultant in Toronto, Ontario, and advance your expertise in financial services. This role emphasizes portfolio construction excellence and investment strategy consultation.

As part of the Wealth Investment Office, you will collaborate with financial planners to provide actionable insights on managed investment solutions. You will coach advisors on disciplined portfolio construction, support product knowledge development, and enhance client-focused portfolio strategies. Your contributions will shape the best practices that drive portfolio outcomes for TD Wealth.

Key Responsibilities:
• Build expertise in managed investment products and platforms
• Coach advisors on customized portfolio solutions




• Provide portfolio reviews and investment guidance
• Analyze advisor books of business for coaching opportunities
• Develop model portfolios for various client profiles

Requirements:
• Bachelor’s degree in Finance, Business, or related field
• 5+ years in financial services
• Robust knowledge of financial markets and managed products
• Relevant investment designations like CFA or CFP preferred
• Excellent communication and presentation skills

Leverage your financial acumen to enhance TD Wealth’s portfolio strategies and advisor support.
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📌 Portfolio Management Consultant at TD Wealth (Ontario)
🏢 TD Bank
📍 Ontario