The Portfolio Implementation Consultant is a vital link responsible for taking the fundamental FISI guided portfolio strategies and translating them into practical, tailored solutions for financial advisors and clients. This role demands collaboration across Product, Investment (SLGI), Operations, and Wealth Consulting teams to ensure seamless implementation, efficient trade execution, and optimal operational efficiency during portfolio rebalancing and adjustments. Success in this role hinges on ensuring best execution and enhancing client outcomes through technical expertise and clear communication of investment strategies.
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Advantages
•High-Impact Role: Directly influence client outcomes and portfolio efficiency across the firm’s investment platform.
•Exposure to Strategy: Work with senior product and investment teams (SLGI) to shape and refine guided portfolio guidelines and integration strategies.
Responsibilities
Implementation & Execution
•Oversee and collaborate with Product, SLGI, Operations, and Wealth consultants to ensure seamless portfolio implementation and rebalancing.
•Manage transition activities, trade execution processes, and operational efficiency during all portfolio adjustments.
•Identify and explore opportunities to enhance implementation workflows through process optimization, automation, and the use of technology platforms.
Advisor & Client Engagement
•Partner with Wealth consultants and SLGI wholesalers to deliver customized portfolio insights, proposals, and presentations to financial advisors.
•Ensure FISI guided portfolios are communicated in a clear, easily understandable, and client-friendly manner.
•Support business development initiatives by preparing and delivering portfolio reviews, competitive positioning analysis, and detailed investment case studies.
•Conduct training sessions and workshops for internal partners on best practices related to portfolio implementation.
Collaboration & Strategy
•Work closely with product and dealer teams to successfully integrate new investment solutions into existing portfolios.
•Contribute to the ongoing development and refinement of guided portfolio guidelines.
•Support strategic platform enhancements related to essential tools like portfolio analytics and rebalancing.
Qualifications
•Demonstrated experience supporting and implementing guided portfolios that align with client objectives, risk tolerance, and market conditions.
•Proven background in portfolio implementation, rebalancing, transition management, and/or trade execution.
•Experience in a role that involves client-facing communication, ideally assisting in the delivery of portfolio insights and proposals to financial advisors.
•Must be able to successfully pass Tier 1 checks (as required by the client).
•A strong understanding of the wealth management or capital markets advisory space is essential.
•Prior experience supporting business development through portfolio reviews and investment case studies is highly desirable.
Summary
We are actively recruiting for a specialized Portfolio Implementation Consultant for our prestigious client within the Capital Markets and Wealth Management sector. This is a crucial 6-month contract opportunity based in Toronto, focusing on the seamless execution and implementation of guided investment portfolios. The ideal candidate will be a strong bridge between the investment strategy teams and the wealth consultants, ensuring portfolio solutions are tailored, efficient, and aligned with client objectives.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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The Portfolio Implementation Consultant is a vital link responsible for taking the fundamental FISI guided portfolio strategies and translating them into practical, tailored solutions for financial advisors and clients. This role demands collaboration across Product, Investment (SLGI), Operations, and Wealth Consulting teams to ensure seamless implementation, efficient trade execution, and optimal operational efficiency during portfolio rebalancing and adjustments. Success in this role hinges on ensuring best execution and enhancing client outcomes through technical expertise and clear communication of investment strategies.
Advantages
•High-Impact Role: Directly influence client outcomes and portfolio efficiency across the firm’s investment platform.
•Exposure to Strategy: Work with senior product and investment teams (SLGI) to shape and refine guided portfolio guidelines and integration strategies.
Responsibilities
Implementation & Execution
•Oversee and collaborate with Product, SLGI, Operations, and Wealth consultants to ensure seamless portfolio implementation and rebalancing.
•Manage transition activities, trade execution processes, and operational efficiency during all portfolio adjustments.
...
•Identify and explore opportunities to enhance implementation workflows through process optimization, automation, and the use of technology platforms.
Advisor & Client Engagement
•Partner with Wealth consultants and SLGI wholesalers to deliver customized portfolio insights, proposals, and presentations to financial advisors.
•Ensure FISI guided portfolios are communicated in a clear, easily understandable, and client-friendly manner.
•Support business development initiatives by preparing and delivering portfolio reviews, competitive positioning analysis, and detailed investment case studies.
•Conduct training sessions and workshops for internal partners on best practices related to portfolio implementation.
Collaboration & Strategy
•Work closely with product and dealer teams to successfully integrate new investment solutions into existing portfolios.
•Contribute to the ongoing development and refinement of guided portfolio guidelines.
•Support strategic platform enhancements related to essential tools like portfolio analytics and rebalancing.
Qualifications
•Demonstrated experience supporting and implementing guided portfolios that align with client objectives, risk tolerance, and market conditions.
•Proven background in portfolio implementation, rebalancing, transition management, and/or trade execution.
•Experience in a role that involves client-facing communication, ideally assisting in the delivery of portfolio insights and proposals to financial advisors.
•Must be able to successfully pass Tier 1 checks (as required by the client).
•A strong understanding of the wealth management or capital markets advisory space is essential.
•Prior experience supporting business development through portfolio reviews and investment case studies is highly desirable.
Summary
We are actively recruiting for a specialized Portfolio Implementation Consultant for our prestigious client within the Capital Markets and Wealth Management sector. This is a crucial 6-month contract opportunity based in Toronto, focusing on the seamless execution and implementation of guided investment portfolios. The ideal candidate will be a strong bridge between the investment strategy teams and the wealth consultants, ensuring portfolio solutions are tailored, efficient, and aligned with client objectives.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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