Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Analytics, Insights, & Artificial Intelligence

Pay Details:

-

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

National Office is responsible for defining and executing against the business strategy and growth aspirations of TD Wealth Financial Planning; a channel with 1,100 Financial Planners across Canada.

The team delivers on the following:

• The 5-year vision for TD Wealth Financial Planning.
• Programs and initiatives that drive acquisition, client retention, sales effectiveness, four pillar financial planning and legendary client experiences.
• Thought Leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients.

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success. We have a long and growing history in wealth management leadership and are poised for even greater future success.

JOB DESCRIPTION

As a Senior Business Management Analyst, you will primarily be responsible for supporting the Financial Planning National Office in executing across key strategies, supporting field programs and providing meaningful insights to drive business decisioning.

• Support the hiring strategy, including setting and allocating the hiring targets across the country based on current and projected capacity, as well as market opportunity; develop strategic view of annual FTE plan and manage ongoing reporting.
• Helping to build the Distribution Strategy, including defining key programs and levers to deliver against stated objectives.
• Develop analytical solutions to support insight generation that aligns to strategy and drives business growth.
• Providing analysis and support for recommendations to strengthen the Financial Planner accreditation strategy and define the learning curriculum.
• Source and conduct deep analysis of data and insights to inform planning and business decisions, consolidating this information into easily digestible reports, presentations, and dashboards.
• Help track and report on the effectiveness of current initiatives in play.
• Assist in the preparation of regularly scheduled and ad-hoc meetings with stakeholders.
• Support the development of field and field leadership communications and change management initiatives.
• Provides day-to-day support and delivery of analytics insights and collateral
• Contribute to the identification of key performance indicators

EXPERIENCE AND/OR EDUCATION:
• Undergraduate Degree (preferably in Business Administration, Finance or Commerce)
• Familiarity with database management, data extraction and manipulation. Proven efficiency in data analysis and visualization.
• Strongly efficient with MS Office products with advanced knowledge of Excel
• Knowledge of TD's Wealth Advice businesses and the wealth managements industry as a whole – with sound understanding of the investment products, solutions and services offered.

REQUIRED SKILLS:
• Superior organizational and communication skills
• Self-starter, proactive and committed to high standards of excellence and ownership.
• Proven relationship management abilities with the ability to impact and influence.
• Demonstrates strong time management and organizational skills with an ability to prioritize and manage multiple initiatives within a fast-paced and unstructured environment.
• Contributes to a positive teamwork environment that promotes collaboration, quality, innovation, and customer-focused strategic thinking.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

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