Portfolio Management Consultant, FP

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Pay Details:

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 at TD. Our 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.

Job Description:

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 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 broader portion of their book of business.

Education and Accreditations

• Undergraduate degree in Business, Finance, Statistics, Mathematics, or a related discipline.

• Completion of, or progress toward, the CFA designation is preferred; CFA Level II completed is an asset.

• Relevant investment industry designation such as CFA, CFP, or CIM.

Other Qualifications, Skills, and Experience

• 5+ years of experience in financial services.

• Strong knowledge of financial markets.

• Strong understanding of managed products, including mutual funds, ETFs, and SMAs.

• Strong time management, prioritization, and organizational skills, with the ability to manage multiple deadlines.

• Strong presentation, verbal and written communication skills.

• Strong interpersonal and relationship management skills, with the ability to collaborate effectively across TD Wealth.

• Strong technical proficiency in Microsoft Office; advanced PowerPoint skills are essential. Ability to incorporate AI in daily routine is a plus.

• Analytical and computational skills are an asset, including familiarity with VBA, Python, or basic data management tools. Knowledge of Bloomberg and Morningstar is preferred.

• Ability to work independently and collaboratively as part of a team.

• Demonstrated initiative, flexibility, and the ability to adapt quickly to changing priorities.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):