Senior Portfolio Management Consultant

Overview

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

Pay Details: $91,200 - $136,800 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.

Are you passionate about portfolio construction and process driven investment management? This role is ideal for someone who wants to directly impact Investment Advisors. As a Senior Portfolio Management Consultant (PMC) you will collaborate with partners in Practice Management, Product & Private Wealth Management to support TD Wealth's Investment Advisors, Portfolio Managers and Financial Planners in implementing and delivering professional investment management, leading to better outcomes for the advisor's clients and their practices.

• Refine investment strategy and asset allocation within a clear philosophy.
• Develop and differentiate model portfolios for various account sizes.
• Guide security selection and review criteria.
• Review platform usage (e.g., Cornerstone, PMP, UMA).
• Establish triggers for disciplined rebalancing.
• Launch systematic investment communications for an improved client experience.
• Fine-tune articulation of the advisor's investment story.
• Coach advisors on portfolio construction and investment management techniques.
• Assist in transitioning advisors to a process-driven business model.
• Build model portfolios, analyze securities holdings, and develop action plans for adopting modeled solutions.
• Collaborate with field management to guide advisors through transitions.
• Drive adoption of Professional Investment Management across all advisors and platforms.
• Execute a five-step consulting process: deep discovery, model construction, implementation, execution, and progress reporting.
• Scale consulting efforts by engaging field management to prioritize advisor engagements.
• Coach and support field management and advisors on WIO tools, resources, dashboards, and publications.
• Act as a liaison between WIO and key business partners.
• Participate in advisor training, coaching, and branch presentations.
• Collaborate with Wealth partners to develop impactful programs and materials.
• Strong relationships with field management and advisors.

• Strong relationships with field management and advisors.
• Advisors fully understand WIO's value and key success factors.
• Efficient scaling of consultancy activities.
• Evidence of behavioral change and adoption of Professional Investment Management.
• Accelerated AUM growth, reduced security dispersion, and enhanced practice efficiency.
• Well-documented investment plans for all engaged clients.
• Meeting and exceeding team OKR metrics.
• Disciplined time management and execution.

• Undergraduate degree with a major/ specialization in Business, Finance, Statistics, Mathematics
• Investment industry accreditation (e.g., CSC, CIM)
• Completion of or working towards completion of the CFA Institute's Chartered Financial Analyst (CFA) designation
• Financial planning designation or Post-graduate degree preferred

• 15+ years of experience in a variety of roles in the financial services industry
• Strong knowledge of financial markets
• Strong understanding of TD Wealth's managed products including mutual funds, ETFs, and SMAs - although this is not a product specialist role.
• Relevant experience & knowledge with regard to working with advisors and their teams
• Excellent time management, prioritization, and organizational skills.
• Strong verbal, written, and presentation skills.
• Strong…