Senior Portfolio Management Consultant

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Hours:

Line of Business:

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 candidates 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 Wealths source for investment management strategy. We empower advisors and portfolio managers across TD Bank Groups 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 firms 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 Wealths Investment Advisors Portfolio Managers and Financial Planners in implementing and delivering professional investment management leading to better outcomes for the advisors 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 advisors 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 WIOs 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 Institutes 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 Wealths 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 worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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

Interview Process
Well 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 youd 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):