Wealth Investment Portfolio Analyst

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 70,000 - 98,000; Full time

Job summary

The Toronto-Dominion Bank’s Wealth Investment Office is seeking a knowledgeable professional to support Canadian advisors with managed assets and fee-based platforms. You will leverage deep asset knowledge, collaborate with the Portfolio Management Consulting team, and help tailor investment solutions and portfolio construction guidance for advisors.

Ideal candidates have at least 3 years in financial services, strong investment acumen, and CFA/CIM/CSC credentials are advantageous.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Investment knowledge and familiarity with managed portfolios.
• Strong communication and relationship management skills.

Responsibilities

• Serve as the first point of contact for advisor inquiries on managed investments.
• Collaborate with WIO to deliver tailored investment solutions and portfolio construction guidance.
• Assist in preparing proposals and conducting portfolio reviews for advisors.
• Provide insights on advisor questions, model reviews, and portfolio construction guidance.
• Support ongoing advisor training and branch presentations to enhance knowledge.

Skills

Investment knowledge

Portfolio construction

Communication skills

Relationship management

Education

Bachelor's degree in Finance or Economics

Tools

Morningstar Direct

Excel

PowerPoint

Job description

The Toronto-Dominion Bank’s Wealth Investment Office is seeking a knowledgeable professional to support Canadian advisors with managed assets and fee-based platforms. You will leverage deep asset knowledge, collaborate with the Portfolio Management Consulting team, and help tailor investment solutions and portfolio construction guidance for advisors.

Ideal candidates have at least 3 years in financial services, strong investment acumen, and CFA/CIM/CSC credentials are advantageous.