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Added 40 mins ago
NP
Senior Manager, Process Engineering
Neo Performance Materials
Peterborough, ON
- $130,000 to $160,000 CAD / year
- Full-time
Reporting to the Director of Process & Project Engineering, the Senior Manager will provide technical leadership, develop internal expertise, mentor future process engineering talent, and…
Added 5 hours ago
MS
Product Manager – Workplace Platforms - Assistant Vice President
Morgan Stanley
Calgary, AB
- Full-time
…around equity compensation for private clients. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for users of our…
Added 5 hours ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 6 hours ago
L
Senior Manager - Responsible Procurement
lululemon
Vancouver, BC
- Full-time
Rooted within Global Procurement is the Global Procurement Strategy & Analytics function. This team enables value delivery across Category Management through Procurement Enablement,…
Added 6 hours ago
MS
Product Manager – Workplace Platforms - Assistant Vice President
Morgan Stanley
Calgary, AB
- Full-time
…around equity compensation for private clients. As a Product Manager, you will be responsible for contributing to the strategy to deliver a differentiated experience for users of our…
Added 7 hours ago
T&
Reporting and Data Manager - Enterprise
Turner & Townsend
Toronto, ON
- Full-time
The Data and Reporting Manager owns the program's reporting and analytics function end to end. This role is accountable for every data point the program reports, for the architecture that…
Added 8 hours ago
S
Manager, Global Incentive Compensation
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Drive process and system improvements, and keep business and technical partners aligned through release.
Added 9 hours ago
J
Senior Engagement Manager
Jobgether
Canada
- Full-time
The Senior Engagement Manager will lead the development and optimization of sophisticated fraud prevention and detection strategies across the customer lifecycle, from application and…
Added 9 hours ago
S
Backend / API Engineer, Radar
Stripe
Toronto, ON
- Full-time
…on role, team and location. For example, Stripes in Stripe Delivery Center roles in Mexico City, Mexico, Bengaluru, India, and Dublin, Ireland work 100% from the office. Also, some teams…
Added 9 hours ago
CM
Manager, Operations
CanCap Management Inc.
Mississauga, ON · Toronto, ON
- $70,000 to $85,000 CAD / year
- Full-time
Technical Skills: Advanced proficiency in MS Excel (reporting, data analysis), MS Word, Outlook, and financial/loan management and payment systems.
Added 9 hours ago
E
Tier 1 Account CTO
Ericsson
Toronto, ON
- Full-time
…leader to work as a Tier 1 Account CTO, shaping the end‑to‑end technical strategy and solution direction across Core, Cloud, RAN, OSS, BSS and Automation. You’ll be a trusted advisor to…
Added 10 hours ago
D
Project Manager : AI, Data & Analytics (AIDA) - Toronto
Deloitte
Toronto, ON
- Full-time
AIDA (AI, Data & Analytics) builds technology solutions that transform how Audit & Assurance work gets done. We combine modern software engineering, AI and automation to create tools that…
Added 10 hours ago
TH
Product Manager, Advanced Analytics, Tim Hortons, Canada
Tim Hortons
Toronto, ON
- Full-time
We’re expanding our Digital Analytics capabilities and are looking for a Product Manager, Advanced Analytics to join our Tim Hortons team in Toronto. This role will focus on coordinating…
Added 11 hours ago
E
Tier 1 Account CTO
Ericsson
Toronto, ON
- Full-time
…leader to work as a Tier 1 Account CTO, shaping the end‑to‑end technical strategy and solution direction across Core, Cloud, RAN, OSS, BSS and Automation. You’ll be a trusted advisor to…
Added 11 hours ago
N
Chief of Staff to the CEO (Integrator)
NexScale
Remote, Canada
- Contract
- Remote
Bring AI agents into the EOS rhythm itself, so Scorecards, Rock tracking and meeting preparation run on agent-prepared data
Added 11 hours ago
7
Senior Software Developer, Developer Experience
7shifts
Remote, Canada
- $145,000 to $190,000 CAD / year
- Full-time
- Remote
…judgment and AI-enabled execution. You report to the Engineering Manager for Developer Experience and build the systems every 7shifts engineer depends on: the agentic harnesses, core…
Added 12 hours ago
MS
Senior Payroll Advisor
Marberg Staffing
Toronto, ON
- $75,000 to $85,000 CAD / year
- Full-time
Provide accurate and timely delivery of semi-monthly, primarily salaried payroll, including legislated deductions, payroll-related payments, payroll accounting, reconciliations, and…
Added 13 hours ago
AI Product Manager
Insight Enterprises, Inc.
Toronto, ON
Partners with the architects and engineers in the delivery pod to translate client requirements into technical scope, without owning the technical design. The pairing is deliberate: the…
Added 13 hours ago
Manager, Pension Data Quality
University Pension Plan
Toronto, ON
Reporting to the Associate Director, Pension Data Operations & Governance, the Manager, Pension Data Quality is responsible for the execution, oversight, and continuous improvement of data…
Added 13 hours ago
T
Bus Sys Analysis Specialist (API / Insurance)
TD
Toronto, ON · Montreal, QC
- Full-time
Review requirements and technical deliverables throughout the lifecycle to identify gaps or areas requiring redesign. These responsibilities reflect the source document's focus on…
Added 14 hours ago
FG
QA Automation Tester
Flynn Group of Companies
Mississauga, ON
- $72,000 to $82,000 CAD / year
- Full-time
…Automation Tester to work from our Mississauga location reporting to Manager, Custom…
Added 14 hours ago
IF
Product Manager, Data and Artificial Intelligence
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
As a Product Manager, Data and Artificial Intelligence, you will play a key role in defining, prioritizing, and evolving a portfolio of solutions powered by data, advanced analytics, and…
Added 14 hours ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
…work across business, architecture, engineering, security, data, and delivery teams to shape and lead enterprise technology…
Added 14 hours ago
Senior Product Manager, Everyday Banking
Questrade Financial Group
Toronto, ON
We’re looking for our next Senior Product Manager, Everyday Banking. Could It Be You?
Added 15 hours ago
AI
AI Project Manager / Product Owner – Enterprise AI, Microsoft Copilot, ChatGPT & Generative AI
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Montreal, QC
- Full-time
We are seeking a seasoned Project Manager / Product Owner to lead cross-functional AI initiatives, with a primary focus on the enterprise deployment and enablement of the firm’s end user AI…

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.

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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

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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

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