Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 24 mins ago
SM
RQ11874 – Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Work Arrangement: Onsite – 5 Days per Week
Added 24 mins ago
SM
RQ11834 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Work Arrangement: Onsite – 5 Days per Week
Added 1 hour ago
MA
Senior H&B Consultant I
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
MA
Executive Rewards Senior Associate & Project Manager
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
PL
Account Executive
Progress Luv2Pak
Toronto, ON
- Full-time
Lead client meetings as a packaging consultant, presenting ideas with confidence and negotiating terms
Added 2 hours ago
AC
CRM & CDP Technical - Integration Analyst
Air Canada Vacations
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 2 hours ago
K
KNC - Instrumentation & Controls Discipline Lead - Nuclear Engineering
Kiewit
Oakville, ON
- Full-time
Direct experience with a Nuclear Client - either as an employee, contractor, or consultant.
Added 2 hours ago
EI
Manager, Project Delivery
Edmonton International Airport (YEG)
Edmonton, AB
- Full-time
Added 2 hours ago
M
Senior Investment Consultant I
Marsh
Toronto, ON
- Full-time
This role will be based in Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 2 hours ago
M
Senior Retirement Consultant
Marsh
Montreal, QC
- Full-time
This role will be based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 3 hours ago
UR
Inside Sales Rep
United Rentals
St. Catharines, ON
- Full-time
As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with responsibility for recommending solutions to the customer, quoting, selling and…
Added 3 hours ago
MI
Principal Construction Support Engineer
McDermott International, Ltd
Squamish, BC
- Full-time
Added 3 hours ago
CE
Supply Chain Quality & Process Improvement Consultant
Capgemini Engineering
Montreal, QC
- Full-time
Lieu: Mirabel (3 jours par semaine sur site)
Added 3 hours ago
AC
Director, IT Business Unit
ALTEN Canada
Toronto, ON
- Full-time
This is a hands-on leadership role combining business strategy, client development, P&L ownership, consultant management and delivery development. You will define the market approach, grow…
Added 4 hours ago
LS
Plant Manager
Lock Search Group
Kingsville, ON
- Full-time
If you want to bring your leadership vision to life and help shape the next chapter of a growing manufacturing business, we’d love to hear from you. Please send your resume to lead…
Added 4 hours ago
CC
Senior Consultant - Accounting Advisory
CrossCountry Consulting
Toronto, ON
- Full-time
As a Senior Consultant within our Accounting Advisory practice, you'll work directly with CFOs, Controllers, and Finance leaders to solve complex accounting challenges that have a…
Added 4 hours ago
MM
Senior Retirement Consultant
Marsh McLennan
Montreal, QC
- Full-time
This role will be based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 4 hours ago
M
Senior Business Consultant
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
…efficiency by thinking like an entrepreneur? The Senior Business Consultant role within Manulife Contact Centre could be a perfect fit for you. Your creative solutions and bold ideas are…
Added 4 hours ago
KNC - Instrumentation & Controls Discipline Lead - Nuclear Engineering
Kiewit
Oakville, ON
Direct experience with a Nuclear Client - either as an employee, contractor, or consultant.
Added 4 hours ago
Talent Consultant (HRBP) (12-month contract)
EY
Toronto, ON · AB · Calgary, AB
To qualify for the role, you must have
Added 4 hours ago
MN
Lead Mechanical Design Engineer
Modern Niagara
Ottawa, ON · Vaughan, ON · AB · Calgary, AB
- Full-time
…cost-effective mechanical solutions while providing strong technical leadership and…
Added 4 hours ago
CRM & CDP Technical - Integration Analyst
Vacances Air Canada Vacations / Air Canada Rouge
Mississauga, ON · Montreal, QC
Hybrid work model: Corporate Mandate of 4 days in office (Tuesday, Wednesday, Thursday + 4th day of your choice) and 1 day from home
Added 4 hours ago
C
Corporate General Manager
Chartwell
Mississauga, ON
- Full-time
Responsible for personal visits in absence of Sales Consultant/CRM
Added 5 hours ago
LC
Senior Manager, Pensions
Loblaw Companies Limited
Toronto, ON
- Full-time
FSA/FCIA with at least 10 years of experience as a defined benefit pension actuary and consultant.
Added 5 hours ago
IR
Senior Consultant
Imagine Recruitment & Advisory
Toronto, ON · Greater Toronto Area, Canada
- $75,000 to $90,000 CAD / year
- Full-time
We are currently seeking a Senior Consultant to join our client. As an established member of the

Closed listing

Portfolio Management Consultant, FP

Toronto, ON, Canada

$81,600 - $115,200 CAD · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $81,600 - $115,200 CAD
Job type: Full-time
Closing date: Oct 7, 2026
Experience: 5+ years of experience in financial services.
Posting language: English
Posted: Oct 5, 2026

Similar jobs hiring now

Added 4 hours ago
Senior Business Consultant
Manulife · Toronto, ON, Canada
Added 13 hours ago
Senior Change Management Consultant
2iSolutions Inc. · Toronto, ON, Canada
Added 19 hours ago
supply chain project manager
Kiokii and... · Markham, ON, Canada
Added 1 day ago
Senior Treasury Asset and Liability Management Analyst
TD · Toronto, ON, Canada

Search current openings

Original job description

Archived listing. The details below describe a past opening.

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$81,600 - $115,200 CAD

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 candidate's 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 Wealth’s centre of excellence for investment management strategy. We partner with advisors and portfolio managers across Wealth Management, including Financial Planning and Private Wealth Management, to deliver the tools, insights, and expertise needed to build consistent, scalable, and client-focused portfolio solutions. This is an exciting opportunity to join a high-impact team at the centre of TD Wealth’s investment advice model, where you will help shape best practices and influence portfolio outcomes across the business.

Position Overview

The Portfolio Management Consultant plays a key role in advancing portfolio construction excellence across TD Wealth. Working closely with partners across WIO, TD Asset Management, Practice Management, Product, and Private Wealth Management, this role helps Financial Planners adopt disciplined, process-driven investment practices. The successful candidate will provide coaching and consultation on portfolio construction, leverage managed solution, model portfolio development, portfolio analysis, and transition planning toward scalable managed solutions.

Position Summary

In this role, you will:

Build a strong understanding of the managed investment product spectrum.
Develop deep knowledge of the firm’s fee-based and managed account platforms, including recommended products and portfolio solutions.
Support WIO’s delivery of managed investment solutions across TD Wealth’s Canadian advice channels.
Provide portfolio construction guidance for advisors requiring customized solutions, including support with proposals and portfolio reviews.
Interpret managed product research from TD’s internal investment manager research team.
Serve as a first point of contact for Financial Planners' inquiries related to managed investments, portfolio construction, and investment guidance.
Lead book review activities for the Financial Planning channel. Analyze advisor books of business, including holdings and portfolio construction techniques, to identify coaching opportunities and support transition to scalable portfolio solutions.
Help Financial Planners align their investment philosophy, value proposition, and discovery process with a documented and repeatable portfolio construction methodology.
Develop model portfolios for a range of client risk profiles, needs, and account sizes.

Key Accountabilities

Provide holistic professional investment management consultation and coach advisors on professional portfolio construction practices.
Develop deep expertise in TD Wealth’s fee-based and managed account platforms, recommended products, and portfolio solutions.
Prepare written reports and commentary for portfolio review and market-related publications.
Create presentations leveraging TD Wealth publications and industry trend.
Deliver training sessions and branch presentations.
Support broader WIO initiatives, including those outside the managed investments space.
Build a holistic view of advisor books of business to assess holdings, asset allocation, and portfolio construction practices.
Coach advisors to:
- Understand TD Wealth’s fee-based and managed account platforms, pricing approaches, and supporting technologies.
- Integrate a clear investment philosophy into their client value proposition.
- Adopt managed solution and model-based solution sets across a broader portion of their book of business.

Education and Accreditations

Undergraduate degree in Business, Finance, Statistics, Mathematics, or a related discipline.
Completion of, or progress toward, the CFA designation is preferred; CFA Level II completed is an asset.
Relevant investment industry designation such as CFA, CFP, or CIM.

Other Qualifications, Skills, and Experience

5+ years of experience in financial services.
Strong knowledge of financial markets.
Strong understanding of managed products, including mutual funds, ETFs, and SMAs.
Strong time management, prioritization, and organizational skills, with the ability to manage multiple deadlines.
Strong presentation, verbal and written communication skills.
Strong interpersonal and relationship management skills, with the ability to collaborate effectively across TD Wealth.
Strong technical proficiency in Microsoft Office; advanced PowerPoint skills are essential. Ability to incorporate AI in daily routine is a plus.
Analytical and computational skills are an asset, including familiarity with VBA, Python, or basic data management tools. Knowledge of Bloomberg and Morningstar is preferred.
Ability to work independently and collaboratively as part of a team.
Demonstrated initiative, flexibility, and the ability to adapt quickly to changing priorities.

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. Learn more

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

About employer

More about this job

Responsibilities

The Portfolio Management Consultant provides coaching and consultation to financial advisors on portfolio construction and managed investment solutions. They analyze advisor books of business to identify coaching opportunities and support the adoption of scalable, process-driven investment practices.

Requirements

Candidates must have at least 5 years of experience in financial services and a strong understanding of managed products like mutual funds and ETFs. An undergraduate degree in a relevant discipline is required, and professional designations such as CFA, CFP, or CIM are preferred.

Skills

Portfolio construction
Investment management
Financial planning
Wealth management
Managed investment products
Relationship management
Presentation skills
Coaching
Data analysis
Microsoft Office
PowerPoint
Bloomberg
Morningstar
VBA
Python
Investment research

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Financial Planning
Investment Strategy
Managed Accounts
Fee-based Platforms
Mutual Funds
ETFs
SMAs
CFA
CFP
CIM
Bloomberg
Morningstar
VBA
Python
Data Management
Portfolio Analysis
Investment Research
Practice Management
Financial Markets
Asset Allocation
Client-focused
Investment Advice
Relationship Management
Training
Consulting
Investment Philosophy
Risk Profiles
Business Analysis

Report this job

Work requirements

Jobs in Canada