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Portfolio Implementation Consultant

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Randstad

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Location:
Canada, Toronto

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

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.

Job Responsibility:

  • 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
  • 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
  • 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

Requirements:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
December 22, 2025

Expiration:
January 25, 2026

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