Portfolio Implementation Consultant (Contract)
About the role
Portfolio Implementation Consultant
Location: Toronto, ON (Hybrid - 2 days/week in office) or Waterloo, ON
Contract: 6 months
Our client is a leading organization in the Canadian wealth management sector with a national network of over 2,000 advisors. They are launching a new suite of guided portfolios and are looking for a Portfolio Implementation Consultant to support this strategic initiative.
This position plays a key role in bridging investment strategy and field execution , working closely with product teams, wealth consultants, and advisors.
Key Responsibilities
- Support the national rollout of guided portfolios and related investment solutions.
- Partner with wealth consultants to deliver portfolio insights, training, and presentations.
- Oversee transition, trade execution, and rebalancing workflows.
- Translate technical investment concepts (e.g., asset allocation, sector mix) into clear, advisor-friendly language.
- Collaborate with internal teams to enhance processes and tools.
- Act as the conduit between portfolio strategy and advisor-facing teams to drive adoption.
Must Haves:
- Experience in wealth management, specifically with portfolios, ETFs, or mutual funds.
- Solid understanding of portfolio construction (asset allocation, sector mix, product selection).
- Strong stakeholder management and communication skills, with the ability to influence and engage advisor and consultant teams.
- Prior experience in dealer or asset management environments (bank-owned, independent, or fund companies).
Nice to Haves:
- Experience in wholesaling or field enablement - training, workshops, or advisor support.
- Exposure to portfolio transitions and implementation workflows.
- Relevant investment certifications such as CSC, CFA, or CFP.
About isgSearch
isgSearch is a leading North American recruitment firm specializing in finding top permanent and contract talent in IT, Finance, Accounting, and Engineering. Whether you’re a people manager looking for your next star team member or a job seeker out to find your best employer yet, we’re here to serve you with an exceptional staffing experience.
Portfolio Implementation Consultant (Contract)
About the role
Portfolio Implementation Consultant
Location: Toronto, ON (Hybrid - 2 days/week in office) or Waterloo, ON
Contract: 6 months
Our client is a leading organization in the Canadian wealth management sector with a national network of over 2,000 advisors. They are launching a new suite of guided portfolios and are looking for a Portfolio Implementation Consultant to support this strategic initiative.
This position plays a key role in bridging investment strategy and field execution , working closely with product teams, wealth consultants, and advisors.
Key Responsibilities
- Support the national rollout of guided portfolios and related investment solutions.
- Partner with wealth consultants to deliver portfolio insights, training, and presentations.
- Oversee transition, trade execution, and rebalancing workflows.
- Translate technical investment concepts (e.g., asset allocation, sector mix) into clear, advisor-friendly language.
- Collaborate with internal teams to enhance processes and tools.
- Act as the conduit between portfolio strategy and advisor-facing teams to drive adoption.
Must Haves:
- Experience in wealth management, specifically with portfolios, ETFs, or mutual funds.
- Solid understanding of portfolio construction (asset allocation, sector mix, product selection).
- Strong stakeholder management and communication skills, with the ability to influence and engage advisor and consultant teams.
- Prior experience in dealer or asset management environments (bank-owned, independent, or fund companies).
Nice to Haves:
- Experience in wholesaling or field enablement - training, workshops, or advisor support.
- Exposure to portfolio transitions and implementation workflows.
- Relevant investment certifications such as CSC, CFA, or CFP.
About isgSearch
isgSearch is a leading North American recruitment firm specializing in finding top permanent and contract talent in IT, Finance, Accounting, and Engineering. Whether you’re a people manager looking for your next star team member or a job seeker out to find your best employer yet, we’re here to serve you with an exceptional staffing experience.