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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

The Business Management & Governance (BMG) department, within Wealth Shared Services provides business and financial insights, strategic planning, business management coordination, and facilitates the planning cycle across the various Wealth lines of business. The team plays a key role in Wealth governance development through data insights and executive reporting.

The Role & Key Accountabilities

The BMG team provides financial business planning and coordination across the Financial Planning (FP) & Private Wealth Management (PWM) businesses. The successful candidate is familiar with a business P&L to identify trends and opportunities, is effective at engaging multiple business and support function stakeholders and is comfortable interacting directly with an executive audience.

Reporting to the Manager, Wealth BMG, the successful candidate will be part of a team responsible for partnering with FP & PWM line of business leaders and key stakeholders to facilitate development of the business financial plan for Wealth Advice. The successful candidate will create reporting and improve processes for driving financial discipline across Wealth Advice by surfacing insights to support effective P&L management, through:

• Effective workforce management and reporting, including the development of resource modeling related to business growth objectives and results, amplification of actual vs plan views with in-year and YoY trending

• Development of detailed expense profiles to support annual and longer-term planning, including the development of clear methods of control for expense pools and an always-on approach to surface efficiencies for scale and expense optimization

• NIAT maximization through ongoing examination of expense opportunities

• Support of the annual planning process, quarterly business deep dives and forecasting, and ongoing monthly business reviews to uncover anomalies, surface insights and identify opportunities

• Development of a financial acumen program for leaders and colleagues across PWM & FP through forums and resources to drive awareness of financial concepts, business financial hygiene and conduct effective cost center management

Job Requirements

This role requires an individual who can problem solve, show strong judgment to execute, drive positive change through critical thinking, innovation, and employee empowerment. Additionally, the successful candidate will be:

• Knowledgeable in financial strategy and planning with hands-on experience preparing and presenting strategic updates for senior executives

• Comfortable operating in a dynamic, fast-paced, and sometimes ambiguous environment, while willing to voice an opinion and take a stand on critical issues

• Able to independently manage deadlines and oversee deliverables while multitasking between projects

• Effective communicating clearly and concisely (written and verbally) to a broad audience, including senior executives

• Extremely comfortable reviewing large volumes of data for consistency and accuracy, as well as with various analytical approaches to prepare recommendations

• Advanced in PowerPoint and Excel skills and possess strong modelling capabilities

Education / Experience

• Post-secondary undergraduate degree, preferably in a business or finance related program

• MBA degree is considered an asset

• Significant experience in Wealth and other Financial Services would be considered an assets

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):