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
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