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Portfolio Consultant
| Company | TD Bank |
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| Location | Toronto, ON, Canada |
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| Salary | $76800 – $115200 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- 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
- 3-5 years of experience in the financial services industry
- Strong knowledge of financial markets
- Strong understanding of managed products including mutual funds, ETFs, and SMAs
- Strong time management, prioritization and organizational skills
- Strong verbal and written communication skills
- Strong interpersonal and relationship management skills
- Excellent technical skills and a strong working knowledge of Microsoft Office
- Strong Microsoft Excel skills
- Analytic, technical and computational skills
- Knowledge and understanding of Bloomberg and Morningstar
- Ability to work both independently and as a team player
- Outgoing individual who demonstrates keen initiative, flexibility and ability to react quickly to changing needs
Responsibilities
- Understand the managed assets product spectrum
- Develop a deep understanding of the firm’s fee-based and managed account platforms as well as the recommended managed products and portfolio solutions
- Support WIO’s delivery of managed investment solutions to TD Wealth’s Canadian advisors
- Provide portfolio construction guidance and support for advisors requiring customized solutions
- Interpret managed product research from TD’s internal investment manager research group
- Contribute to market-related publications and conference calls on a regular basis
- Be the first responder to advisor managed investment inquiries and provide investment guidance and portfolio construction advice
- Lead Book Review activities for the Financial Planning channel
- Source and analyze the holdings & portfolio construction techniques within individual planners/advisor’s book
- Educate advisors and Branch Managers & Senior Relationship Managers on developing, building and maintaining a scalable and efficient approach to investment management
- Assist planners/advisors in aligning a well-documented investment philosophy, value proposition and discovery process with a prescribed portfolio construction methodology
- Develop model portfolios for a variety of client risk profiles, circumstances and account sizes
Preferred Qualifications
- Knowledge and understanding of Bloomberg and Morningstar is preferable
- Analytic, technical and computational skills would be a bonus; VBA, Python, etc. basic data management
