Senior Analyst, Wealth Strategy

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Hours:

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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:

The Wealth Strategy team, as part of the Wealth National Office, supports TD Wealth businesses by providing strategic thought leadership, planning, and competitive analysis to the Group Head, Wealth Management, and the Wealth Operating Committee.

The Wealth Strategy team focuses on identifying and framing growth opportunities, including cross-business synergies, while better contextualizing the competitive landscape. The team is responsible for providing forward-thinking, fact-based analysis, and implementation-ready strategies and tactics that enable and strengthen our competitive advantage. Through strong partnerships with key stakeholders across the bank, the team acts as a growth enabler for TD Wealth, driving profitability and sustaining performance.

The successful candidate will provide strategic support to TD Canadian Wealth leadership through both internal and external analysis.

• Analytical and strategic projects, from start to finish, as part of a project team; includes project design and scoping; aligning partner expectations; project management and updates, and timely delivery

• Conduct research and financial analysis on key competitors and industry trends, leveraging both internal and external sources of information

• Support the build and roll out of strategic frameworks, interpret results, generate insights, and write memos and decks to provide findings and recommendations to business partners

• Effectively communicate key insights, ideas, and strategies to an executive audience in a clear, compelling, and concise manner

• Ability to build relationships, collaborate, and influence across the Bank to achieve stakeholder consensus and maintain a deep understanding of the business

Job Requirements

• 3-5+ years of relevant business experience in financial services industry; experience and knowledge of Wealth Management would be an asset

• Experience analyzing complex business problems and conducting in-depth secondary research

• Strong working knowledge of Microsoft Office Suite (Powerpoint, Excel, Word)

• University degree in business management or related discipline; CPA/CFA qualification or working towards qualification would be an asset

• Strong problem-solving skills, with a solid background working with data, conducting analysis, interpreting results, solving complex business problems, and writing reports/presentations

• Excellent oral and written communication skills, presentation skills, and strong interpersonal skills

• Results-oriented project management skills; well organized, with a high attention to detail

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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):