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 TD Wealth Financial Planners. As a Senior Portfolio Management Consultant (PMC) you will collaborate with partners in Practice Management, TD Asset Management & Private Wealth Management to support TD Wealth's Financial planners in implementing and delivering professional investment management, leading to better outcomes for our TD Wealth clients.

Key Responsibilities
• Drive adoption of Professional Investment Management across advisors and platforms, influencing consistent behaviors and standards.
• Lead high-impact coaching engagements that result in measurable changes (e.g., stronger portfolio consistency, improved client investment experience, improved practice efficiency).
• Create and evolve model portfolios and portfolio construction guidance (asset allocation philosophy, security selection criteria, rebalancing triggers) to support different needs.
• Build and maintain strong partnerships across the business (field leadership and key internal partners) to deliver integrated programs and materials.

What you’ll deliver

Individual consultations (1:1, advisor-facing):
• Deliver one-on-one consulting on Professional Investment Management aligned to the Financial Planner Guide/key elements, supporting Financial Planners and field leaderships.
• Prepare advisors for client meetings through investment education, WIO publications, and portfolio reviews.
• Conduct annual book reviews, model reviews, and client portfolio reviews.

Team-based consulting (field enablement):
• Provide regular WIO updates to the field (progress updates, how to leverage WIO publications to build trust and business, wealth management knowledge sharing), at least quarterly.
• Run monthly touchpoints with field leaders and internal stakeholders (e.g., TDAM, Practice Management and other field partners).
• Deliver training (proposal tool training; FP new hire training; Elite Financial Planner training as applicable).

• Create projects with TD wealth partners that align with business needs; able to implement and execute and deliver measurable outcomes.

Tools and analytics
• Hands-on experience using analytical platforms (Morningstar Direct preferred) to analyze portfolios/holdings, support portfolio reviews, and enable advisor coaching and recommendations.
• Comfort working with common advisory/portfolio platforms referenced in the current role materials (e.g., SMA, Fee based and Transactional Account).
• Strong Excel / MS Office capability for analysis, tracking, and presentation materials.

Qualifications and fit
• Undergraduate degree in Business, Finance, Statistics, or Mathematics (or similar).
• Investment industry accreditation (e.g., CFP, CIM).

• CFA completed or in progress is an asset; financial planning designation or post‑graduate degree preferred.
• 10+ years of experience in financial services with strong market knowledge and experience working with advisors and mass affluent clientele.

• Strong investment and product knowledge on different types of investment vehicles (Stocks, Bonds, Mutual funds, ETFs and Cash etc.)

• Strong communication and presentation skills, strong relationship management, excellent time management, and ability to work independently and collaboratively

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