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Portfolio Management Consultant, FP at TD Bank - ApplyBlast

Portfolio Management Consultant, FP

TD Bank

4 months ago

Toronto, Ontario

Onsite

Full Time

Senior

0 applicants

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About this role

The Portfolio Management Consultant at TD Wealth plays a key role in advancing portfolio construction excellence by coaching Financial Planners on disciplined, process-driven investment practices. This position involves developing model portfolios, interpreting investment research, and serving as a primary point of contact for inquiries regarding managed investments and portfolio construction. Candidates will lead book review activities to identify coaching opportunities and help advisors align their investment philosophies with scalable, documented methodologies.

Responsibilities

Coach Financial Planners on disciplined portfolio construction practices
Develop model portfolios for various client risk profiles
Lead book review activities to analyze advisor holdings and techniques
Interpret internal investment manager research for portfolio solutions
Create presentations and written reports for portfolio reviews

Skills

Qualifications

Undergraduate degree in Business, Finance, or MathematicsCFA designation preferredCFP or CIM designation

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).