Portfolio Management Consultant, FP

Work Location

Toronto, Ontario, Canada

37.5

TD General

$81,600 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

The Wealth Investment Office (WIO) is TD Wealth’s centre of excellence for investment management strategy. We partner with advisors and portfolio managers across Wealth Management, including Financial Planning and Private Wealth Management, to deliver the tools, insights, and expertise needed to build consistent, scalable, and client-focused portfolio solutions. This is an exciting opportunity to join a high-impact team at the centre of TD Wealth’s investment advice model, where you will help shape best practices and influence portfolio outcomes across the business.

The Portfolio Management Consultant plays a key role in advancing portfolio construction excellence across TD Wealth. Working closely with partners across WIO, TD Asset Management, Practice Management, Product, and Private Wealth Management, this role helps Financial Planners adopt disciplined, process-driven investment practices. The successful candidate will provide coaching and consultation on portfolio construction, leverage managed solution, model portfolio development, portfolio analysis, and transition planning toward scalable managed solutions.

• Build a strong understanding of the managed investment product spectrum.
• Develop deep knowledge of the firm’s fee-based and managed account platforms, including recommended products and portfolio solutions.
• Support WIO’s delivery of managed investment solutions across TD Wealth’s Canadian advice channels.
• Provide portfolio construction guidance for advisors requiring customized solutions, including support with proposals and portfolio reviews.
• Interpret managed product research from TD’s internal investment manager research team.
• Serve as a first point of contact for Financial Planners' inquiries related to managed investments, portfolio construction, and investment guidance.
• Lead book review activities for the Financial Planning channel. Analyze advisor books of business, including holdings and portfolio construction techniques, to identify coaching opportunities and support transition to scalable portfolio solutions.
• Help Financial Planners align their investment philosophy, value proposition, and discovery process with a documented and repeatable portfolio construction methodology.
• Develop model portfolios for a range of client risk profiles, needs, and account sizes.

• Provide holistic professional investment management consultation and coach advisors on professional portfolio construction practices.
• Develop deep expertise in TD Wealth’s fee-based and managed account platforms, recommended products, and portfolio solutions.
• Prepare written reports and commentary for portfolio review and market-related publications.
• Create presentations leveraging TD Wealth publications and industry trend.
• Deliver training sessions and branch presentations.
• Support broader WIO initiatives, including those outside the managed investments space.
• Build a holistic view of advisor books of business to assess holdings, asset allocation, and portfolio construction practices.
• Coach advisors to:
  • Understand TD Wealth’s fee-based and managed account platforms, pricing approaches, and supporting technologies.
  • Integrate a clear investment philosophy into their client value proposition.
  • Adopt managed solution and model-based solution sets across a…