Wealth Portfolio Consultant

Position: TD Wealth Portfolio Consultant Role
Join TD Wealth as a Portfolio Management Consultant in Toronto, Ontario. Drive impactful advice and strategies for effective portfolio construction and managed solutions.

As an integral member of the Wealth Investment Office, you will leverage your 5+ years of financial services experience to guide advisors in adopting tactical and disciplined investment processes. This role focuses on enhancing client solutions through model portfolio development and comprehensive portfolio analysis that aligns with advisors’ investment philosophies.

Key Responsibilities:

• Analyze advisor books to identify improvement opportunities

• Provide tailored portfolio construction guidance

• Develop model portfolios for varying client needs

• Create market-related reports for advisor use

• Deliver training sessions and presentations across channels

Requirements:

• 5+ years of experience in financial markets

• Knowledge of mutual funds, ETFs, and managed products

• Strong communication and relationship management skills

• Advanced proficiency in PowerPoint and Microsoft Office

• Ability to adapt to changing priorities

Elevate your career with TD Wealth, making significant contributions to investment management strategies.
#J-18808-Ljbffr