Senior Portfolio Management Consultant

TD•Vancouver, BC

9d•CA$96,900 - CA$136,800•Onsite

About The Position

The Wealth Investment Office (WIO) is TD Wealth’s source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning and Private Wealth Management — by delivering the knowledge and tools they need to execute an efficient and consistent approach to Professional Portfolio Management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment. The WIO is embedded in the heart of TD Wealth Management for maximum impact on all the firm's investment advice professionals. Are you passionate about portfolio construction and process driven investment management? This role is ideal for someone who wants to directly impact Investment Advisors. As a Senior Portfolio Management Consultant (PMC) you will collaborate with partners in Practice Management, Product & Private Wealth Management to support TD Wealth's Investment Advisors, Portfolio Managers and Financial Planners in implementing and delivering professional investment management, leading to better outcomes for the advisor's clients and their practices.

Requirements

Undergraduate degree with a major/speciality in Business, Finance, Statistics, Mathematics
Investment industry accreditation (e.g., CSC, CIM)
Completion of or working towards completion of the CFA Institute’s Chartered Financial Analyst (CFA) designation
15+ years of experience in a variety of roles in the financial services industry
Strong knowledge of financial markets
Strong understanding of TD Wealth's managed products including mutual funds, ETFs, and SMAs – although this is not a product specialist role.
Relevant experience & knowledge with regard to working with advisors and their teams
Excellent time management, prioritization, and organizational skills.
Strong verbal, written, and presentation skills.
Strong interpersonal and relationship management skills needed to effectively work with other members of the team and other areas of TD Wealth
Excellent technical skills and proficient in Microsoft Office, especially Excel
Ability to work both independently and as part of a team
Initiative, flexibility, and adaptability to changing needs.

Nice To Haves

Financial planning designation or Post-graduate degree preferred

Responsibilities

Refine investment strategy and asset allocation within a clear philosophy.
Develop and differentiate model portfolios for various account sizes.
Guide security selection and review criteria.
Review platform usage (e.g., Cornerstone, PMP, UMA).
Establish triggers for disciplined rebalancing.
Launch systematic investment communications for an improved client experience.
Fine-tune articulation of the advisor’s investment story.
Coach advisors on portfolio construction and investment management techniques.
Assist in transitioning advisors to a process-driven business model.
Build model portfolios, analyze securities holdings, and develop action plans for adopting modeled solutions.
Collaborate with field management to guide advisors through transitions.
Drive adoption of Professional Investment Management across all advisors and platforms.
Execute a five-step consulting process: deep discovery, model construction, implementation, execution, and progress reporting.
Scale consulting efforts by engaging field management to prioritize advisor engagements.
Coach and support field management and advisors on WIO tools, resources, dashboards, and publications.
Act as a liaison between WIO and key business partners.
Participate in advisor training, coaching, and branch presentations.
Collaborate with Wealth partners to develop impactful programs and materials.