Duration: 6 months (possibility of extension)
Location:
Downtown Toronto - 2 days/week in office
The Portfolio Implementation Consultant is responsible for supporting and implementing FISI guided portfolios that align with client objectives, risk tolerance, and market conditions. This role bridges the FISI portfolios constructed to advisor/client needs to deliver tailored portfolio solutions. The Consultant partners with the wealth consultants and internal stakeholders to drive portfolio efficiency, ensure best execution, and enhance client outcomes
Implementation & Execution
Collaborate with the Product team, SLGI, the Operations team and the Wealth consultants to ensure seamless portfolio implementation and rebalancing.
Oversee transition management, trade execution, and operational efficiency in portfolio adjustments.
Explore opportunities to enhance implementation workflows through automation, technology platforms, and process optimization.
Advisor & Client Engagement
Partner with Wealth consultants and SLGI wholesalers to deliver customized portfolio insights, proposals and assist in the delivery to financial advisors.
Communicate FISI guided portfolios in a clear, client-friendly manner.
Support business development by delivering portfolio reviews, competitive positioning, and investment case studies.
Conduct training and workshops on portfolio implementation best practices.
Collaboration & Strategy
Work closely with product, and dealer teams to integrate new investment solutions into portfolios.
Contribute to the development of guided portfolio guidelines.
Support platform enhancements related to portfolio analytics, rebalancing tools, and investment implementation.
Skills:
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