Portfolio Management Consultant, Wealth Investment Office - Remote

Overview

The Portfolio Management Consultant will work with TD Wealth's Wealth Investment Office to assist financial planners and advisors in transitioning to a more efficient investment management business model, providing guidance on portfolio construction and investment techniques.

In Short

• Work with TD Wealth's investment management team.
• Assist advisors in developing model portfolios.
• Provide portfolio construction guidance.
• Conduct portfolio reviews and respond to inquiries.
• Educate advisors on investment management strategies.
• Analyze securities holdings for advisors.
• Contribute to market-related publications.
• Participate in advisor training sessions.
• Support the delivery of managed investment solutions.
• Build relationships with financial planners and advisors.

Requirements

• Undergraduate degree in Business, Finance, or related field.
• Investment industry accreditation (e.g., CSC, CIM).
• 3-5 years of experience in financial services.
• Strong knowledge of financial markets and managed products.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Proficient in Microsoft Office, especially Excel.
• Analytical skills; knowledge of VBA or Python is a bonus.
• Ability to work independently and collaboratively.
• Outgoing and adaptable to changing needs.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Mentorship and training programs.
• Support for financial, physical, and mental well-being goals.
• Inclusive and diverse work environment.
• Opportunities for professional growth.
• Access to online learning platforms.