Portfolio suitability and approval expertise define this Senior Portfolio Consultant role with Canada Life in Toronto, Ontario. Support advisors across IPC programs.

As a Senior Portfolio Consultant, you will support IPC Private Wealth and IPC One managed account programs. You will advise securities advisors, review proposed portfolios, and help meet regulatory requirements. The work emphasizes discretionary wealth management solutions without independently selecting securities.

Key Responsibilities

Build trusted relationships with IPC securities advisors

Review, approve, modify, or decline proposed portfolios

Assess suitability, IPS alignment, diversification, and risk

Support governance activities, monitoring, and committee reporting

Improve program effectiveness and advisor support processes

Requirements

Minimum five years’ relevant wealth management experience

Knowledge of portfolio construction and asset allocation

Experience assessing suitability, IPS, and regulatory standards

Bachelor’s degree and CFA or CIM designation

CIRO Portfolio Manager approval or eligibility required

Bring portfolio analysis, sound judgment, and advisor communication skills to Canada Life’s IPC Private Wealth and IPC One programs.

📌 Senior Portfolio Consultant Managed Accounts (Winnipeg)
🏢 Canada Life Group
📍 Winnipeg