Senior Portfolio Management Consultant

Description

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Department Overview

The Wealth Investment Office (WIO) is TD Wealth’s source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning and Private Wealth Management — by delivering the knowledge and tools they need to execute an efficient and consistent approach to Professional Portfolio Management. WIO is a place for professionals who love to manage money and get excited about the opportunity to consult with others on how to build and manage investment portfolios. This is not a place for people stuck in neutral. WIO is a dynamic, multifaceted, multi-channel group working on numerous priorities and initiatives in a fast-paced environment. The WIO is embedded in the heart of TD Wealth Management for maximum impact on all the firm's investment advice professionals.

Position Overview

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.

Key Responsibilities:

• 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.

Consulting & Coaching:

• 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.

Accountabilities:

• 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.

What will success look like?

• 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.

Education/Accreditations:

• Undergraduate degree with a major/speciality 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

Other Qualifications/Skills/Experience:

• 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 interpersonal and relationship management skills needed to effectively work with other members of the team and other areas of TD Wealth

• Excellent technical skills and proficient in Microsoft Office, especially Excel

• Ability to work both independently and as part of a team

• Initiative, flexibility, and adaptability to changing needs.

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.

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):

Sans Objet