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We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

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Department Overview

TD Direct Investing is Canada's largest direct investing brokerage, empowering 2 million self-directed investors and traders with its full spectrum of powerful solutions and innovative tools to manage their investments with ease and confidence. As a member of the TD Direct Investing Product, Strategy & National Office team, you have the opportunity to work with results-oriented, curious, innovative, and adaptable people who share your passion to help our clients, and one another, to succeed.

*Job Description

Reporting to Senior Manager, Strategic Insights & Analysis, and working alongside a team of analysts, this role will help drive and support TD Direct Investing's strategic client engagement and acquisition initiatives in analytical, process development, and execution capacities. This role will primarily focus on providing data-driven insights and decision support to various business initiatives, acquiring data in support of such work, as well as helping to develop robust processes and procedures, and executing thereon.

Key accountabilities include:

• Perform and leverage DI's client segmentation to create and support targeted organic growth initiatives, client engagement tactics, and business value proposition enhancements

• Prepare structured data analyses, often in time-sensitive circumstances, and be able to summarize key insights into a coherent, concise communication suitable for executive consumption.

• Collaborate with partners in Data & Analytics teams across Wealth, Marketing, and Phone Channel to understand complex business issues and develop innovative data-driven insights and solutions.

• Support the Senior Manager, Strategic Insights & Analysis in the execution and control of regular reporting, campaign fulfillment, and non-standard pricing processes, ensuring proper documentation.

• Contribute to a culture of continuous improvement (through process improvements, automation, improved documentation, etc.)

*Job Requirements

• Knowledge of and familiarity or hands-on experience with self-directed investing platforms

• Experience with data extraction, manipulation, and visualization tools (e.g. SQL, Python, Alteryx, Tableau) preferred

• Familiarity with Excel and PowerPoint, including experience developing business documents and leadership presentations with clear, compelling communications

• Ability to communicate clearly and concisely

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!

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