Manager, Wealth Strategy

2 months ago

Toronto, Ontario, Canada TD Bank Full time

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Business Management, Strategy & Support

Pay Details:

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.

Job Description:

Department Overview

The Wealth Strategy team is part of the Wealth Shared Services division, supporting the TD Wealth businesses, with a mandate to provide strategic thought leadership and decision support to the Group Head, Wealth Management and Insurance, and the respective Operating Committee.

The Wealth Strategy team focuses on identifying and framing growth opportunities, 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.

This is a highly visible role. The candidate will be working directly with senior executives to evaluate short, medium, and long-term strategic priorities facing the businesses.

Job Description

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

Reporting to the Senior Manager, Wealth Strategy, you will deliver high visibility projects as part of an internal consulting team, working with partners across TD Wealth's businesses. To be successful in this role, you must have a collaborative, team-driven leadership and delivery mindset, and a high degree of comfort working in an unstructured environment to solve complex problems with a significant degree of ambiguity.

The successful candidate will be expected to deliver on the following:

  • Manage and execute analytical and strategic projects, from start to finish, as part of a project team, including project design and scoping, aligning partner expectations, project management, and the timely delivery of materials to stakeholders
  • Conduct strategic analysis, including employing frameworks, interpreting results, generating insights, and summarizing key findings and recommendations to business partners
  • Strong communication skills with an ability to present concepts and research to senior audiences with clarity and confidence
  • Ability to lead with influence, garnering consensus across multiple stakeholders with varying priorities

Must have Skills

  • Strong analytically anchored 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

Education and Experience

  • 5+ years of relevant business experience in financial services industry
  • Experience in conducting in-depth secondary research, including collection and synthesis
  • Strong results-oriented project management skills with strong organization and a high attention to detail
  • Advanced working knowledge of Microsoft Office Suite (Excel, PowerPoint, Word)
  • University degree in business management or related discipline
  • Wealth Management or Investment Management experience would be an asset
  • MBA, CFA or CPA designation would be an asset
  • Previous consulting experience would be an asset

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:

N/A.

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