Portfolio Management Consultant, FP

## Portfolio Management Consultant, FPPostulerremote type:
Sur place locations:
Toronto, Ontario time type:
Temps pleinposted on:
Publié hiertime left to apply:
Date de fin : 1 juillet 2026 (Il reste 12 jours pour postuler) job requisition : R _
** Lieu de travail :
** Toronto, Ontario, Canada
** Horaire :
** 37.5
** Secteur d’activité :
** Postes généraux TD
** Détails de la rémunération :**$81,600 - $115,200 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
** Description du poste :
**** Department Overview
** 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.
** Position Overview
** 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.
** Position Summary
** In this role, you will:
* 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.
** Key Accountabilities
*** 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…