Join TD's Wealth Investment Office as a critical Portfolio Management Analyst in Toronto, Ontario. This role leverages investment knowledge to support advisors with managed assets and portfolio construction solutions.

As a Portfolio Management Analyst, you will support TD Wealth's Canadian advisors. You will utilize your investment expertise to offer customized portfolio construction guidance and respond to inquiries about managed investments. By collaborating with the Wealth Investment Office (WIO), you will contribute to portfolio reviews and assist in proposal development, enhancing the capabilities of our advisors.

Key Responsibilities:
• Respond promptly to field inquiries regarding portfolio models
• Address advisor requests and provide insightful managed investments info




• Participate in advisor training sessions and branch presentations
• Assist in developing proposals for managed investment solutions
• Guide advisors through the portfolio construction process

Requirements:
• Minimum 3 years in financial services sector
• Bachelor’s degree in Finance or related field
• Knowledge of managed products including ETFs and mutual funds
• Excellent communication and time management skills
• Advanced proficiency in Microsoft Excel and PowerPoint

Utilize your investment acumen and analytical skills to enhance advisory services within TD Wealth.
#J-18808-Ljbffr

📌 Wealth Investment Portfolio Analyst Toronto (Ontario)
🏢 TD Bank Group
📍 Ontario