Senior Business Analyst, Direct Investing

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Hours:

Line of Business:

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 Senior Business Analyst, Direct Investing, is a delivery role responsible for leading the analysis, documentation, and management of business requirements for initiatives that directly impact TD's Direct Investing WebBroker and Mobile applications.

Operating at the intersection of business and technology, this role acts as a subject matter expert within the highly dynamic Digital Investing environment, ensuring solutions align with business strategy, customer experience goals, and TD's risk appetite.

As a core member of cross-functional delivery teams, the Senior Business Analyst bridges stakeholders across product, technology, operations, risk, and change management. They leverage Agile practices while remaining adaptable to different delivery methodologies, providing leadership throughout the full initiative lifecycle from discovery and design through implementation and post-launch support.

Accountabilities

Business Analysis & Requirements Management:

• Lead the elicitation, analysis, documentation, validation, and management of business requirements using a variety of techniques to gain stakeholder alignment and consensus.
• Own and maintain end-to-end traceability of business requirements throughout the initiative lifecycle.
• Define clear, testable acceptance criteria and support testing activities, including the development of test scripts, defect triage, and resolution.
• Identify and document dependencies, constraints, risks, and assumptions, ensuring clear communication between business and technology teams.
• Act as the subject matter expert for Direct Investing initiatives, leveraging deep domain, product, and systems knowledge to drive business value.

Process Design & Customer Experience:

• Analyze and document current-state business processes and support stakeholders in designing future-state solutions.
• Provide recommendations and direction grounded in end-to-end customer and employee experience considerations.
• Ensure business process and system impacts are fully understood and reflected in requirements and acceptance criteria.
• Partner with Change Management teams to identify stakeholder impacts and support adoption, operational readiness, and transition planning.

Delivery, Risk & Regulatory Alignment:

• Ensure all work complies with applicable regulatory requirements, internal controls, delivery frameworks, and TD standards.
• Apply strong analytical and critical-thinking skills to assess business problems, solution options, and impacts in alignment with TD's risk appetite.
• Proactively identify, document, and manage risks and issues, escalating to leadership as required to support timely delivery.
• Support implementation, post-implementation activities, and continuous improvement efforts.

Stakeholder Engagement & Leadership:

• Communicate effectively with diverse stakeholder groups to ensure alignment on scope, priorities, timelines, and outcomes.
• Lead cross-functional discussions, resolve conflicts, and manage stakeholder concerns with a focus on timely and effective resolution.
• Promote innovation by identifying opportunities for process, product, and delivery improvements.

Team & Professional Development:

• Actively contribute to a positive, inclusive, and collaborative team environment.
• Provide thought leadership, mentorship, and knowledge transfer within the team and broader business.
• Stay current on emerging industry trends, tools, and business analysis best practices.
• Participate in performance management, professional development, and cross-training opportunities.

Job Requirements

• Undergraduate degree in business, technology, finance, or related discipline
• 5–7+ years of business analysis experience
• Experience in Wealth Management and/or Direct Investing platforms is a strong asset
• Strong verbal and written communication skills, with the ability to adjust messages for different audiences and stakeholders
• Demonstrated experience working in Agile delivery environments, and adaptable to other delivery methodologies
• Strong analytical, problem-solving, and critical-thinking skills
• Proven ability to lead complex initiatives in highly regulated, and often ambiguous and dynamic environments
• Experience with cross-functional collaboration among stakeholders

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):