Current jobs related to Analyst, FP Transition Programs - Toronto - TD
-
Analyst, fp transition programs
4 weeks ago
Toronto, Canada TD Full timeLieu de travail : Toronto, Ontario, CanadaHoraire : 37.5Secteur d’activité : Soutien à la distribution, Clients et VentesDétails de la rémunération : $65,600 - $98,400 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...
-
Fp&a Analyst
3 weeks ago
Toronto, Canada Limelight Software Full timeLimelight is looking for an **FP&A Analyst **to join out team! This a great opportunity to combine your finance and technical knowledge. Our cloud financial planning, forecasting & reporting platform automates manual spreadsheet processes so businesses can spend more time on data insights. As we continue to scale, it's important to us to nurture the culture...
-
FP Canada Certificant Support Specialist
4 days ago
Toronto, Ontario, Canada FP Canada Full time**Role Overview:**The Certification Pathway Facilitator serves as the primary point of contact for FP Canada stakeholders, providing top-quality customer service and support. This role requires excellent communication skills, a keen attention to detail, and the ability to multi-task and prioritize effectively.**Responsibilities:**Serve as the primary point...
-
Toronto, Ontario, Canada FP Canada Full time**Company Overview:**FP Canada is a national not-for-profit organization dedicated to championing better financial wellness for all Canadians. We lead the advancement of professional financial planning in Canada, and our team is passionate about making a societal impact.**Job Description:**We are seeking a highly skilled Certification Pathway Facilitator to...
-
Senior FP&A Analyst
6 days ago
Toronto, Ontario, Canada Corpay Full timeCorpay is currently looking to hire a Senior FP&A Analyst within our Business Intelligence division. The Senior FP&A Analyst plays a pivotal role in supporting the business and senior leadership by delivering key financial insights and reporting. This includes budgeting, forecasting, financial modeling, variance analysis, and identifying risks and...
-
Senior FP&A Analyst
5 days ago
Toronto, Ontario, Canada FLEETCOR Full timeSenior FP&A Analyst Toronto, ON, Canada Req #10943 Wednesday, February 12, 2025What We NeedCorpay is currently looking to hire a Senior FP&A Analyst within our Business Intelligence division. The Senior FP&A Analyst plays a pivotal role in supporting the business and senior leadership by delivering key financial insights and reporting. This includes...
-
FP&A Data Insights Analyst
3 days ago
Toronto, Ontario, Canada Medison group Full timeThe FP&A Analyst role is a key position within Medison Group's Americas division. As a FP&A Analyst, you will be responsible for supporting the monitoring and consolidation of financial data.Core Responsibilities:Support the planning, preparation, and execution of the AOP and LRP processesCollaborate with stakeholders to gather data and support performance...
-
FP&A Analyst
1 week ago
Toronto, Ontario, Canada Intrado Life & Safety, Inc. Full timeAbout UsIntrado is dedicated to saving lives and protecting communities, helping them prepare for, respond to, and recover from critical events.Today, our cutting-edge SaaS company is at the forefront of transforming the 911 emergency response continuum with next generation data-driven software. Intrado's solutions allow enterprises, call takers,...
-
FP&A Analyst
1 week ago
Toronto, Ontario, Canada Intrado Life & Safety, Inc. Full timeAbout UsIntrado is dedicated to saving lives and protecting communities, helping them prepare for, respond to, and recover from critical events.Today, our cutting-edge SaaS company is at the forefront of transforming the 911 emergency response continuum with next generation data-driven software. Intrado's solutions allow enterprises, call takers,...
-
Business Intelligence Analyst
3 days ago
Toronto, Ontario, Canada Brookfield Asset Management Full timeJob OverviewThe Senior Analyst, FP&A will join the Brookfield Wealth Solutions Finance team and report into the Director, Finance (FP&A). The role primarily involves supporting business planning and forecasting processes, including trend analysis and tracking performance against financial targets.The successful candidate will prepare clear and thoughtful...
-
High-Growth FP&A Analyst
2 days ago
Toronto, Ontario, Canada Volibits Full timeVolibits: Where Strategy Meets ExecutionWe are a high-growth organization that thrives on innovation and collaboration. Our team is comprised of experienced professionals who share a passion for driving strategic financial leadership and making a meaningful impact.FP&A Analyst RoleWe are seeking an experienced FP&A Analyst to join our team. The successful...
-
Financial Analyst
2 weeks ago
Toronto, Canada Herjavec Group Full timeCyderes is a global cybersecurity powerhouse offering comprehensive solutions around managed security, identity and access management, and professional services. Cyderes provides the people, process, and technology modern enterprises rely on to manage risk, maintain compliance, and respond to security threats with greater speed, scale, and cost-efficiency...
-
Fp&a Analyst
3 weeks ago
Toronto, Canada Lindt Corporate Full timeThe FP&A Analyst will be responsible for producing financial projections, completing monthly reporting, and providing insights to support business decision-making and drive growth for the company. This person will report to the Senior FP&A Manager and work closely with other members of the finance team, as well as cross-functional teams such as sales,...
-
FP&A Analyst, Performance Consultant
3 weeks ago
Toronto, Ontario, Canada Limelight Software Full timeLimelight, a leading cloud platform for financial planning, forecasting & reporting, is seeking a passionate FP&A Performance Consultant to join our growing teamJoin our passionate team as an Financial Analyst, Performance Consultant and:- Become a trusted advisor: Collaborate with key stakeholders (CFOs, VPs) to bridge the gap between strategic goals and...
-
Fp&a Consultant
12 hours ago
Toronto, Canada Limelight Software Full timeLimelight is looking for an **FP&A Analyst **to join out team! This a great opportunity to combine your finance and technical knowledge. Our cloud financial planning, forecasting & reporting platform automates manual spreadsheet processes so businesses can spend more time on data insights. As we continue to scale, it's important to us to nurture the culture...
-
Director, Continuing Education
1 week ago
Toronto, Ontario, Canada FP Canada Full timeThe Director, Continuing Education provides strategic leadership for the FP Canada Institute's continuing education initiatives. The Director is responsible for leading the development, production, and maintenance of the FP Canada Institute's continuing education (CE) activities (courses, programs, and events, including FP Canada's flagship annual Financial...
-
Director, Continuing Education
4 weeks ago
Toronto, Canada FP Canada Full timeThe Director, Continuing Education provides strategic leadership for the FP Canada Institute’s continuing education initiatives. The Director is responsible for leading the development, production, and maintenance of the FP Canada Institute’s continuing education (CE) activities (courses, programs, and events, including FP Canada’s flagship annual...
-
Director, Continuing Education
4 weeks ago
Toronto, Canada FP Canada Full timeThe Director, Continuing Education provides strategic leadership for the FP Canada Institute’s continuing education initiatives. The Director is responsible for leading the development, production, and maintenance of the FP Canada Institute’s continuing education (CE) activities (courses, programs, and events, including FP Canada’s flagship annual...
-
Financial Analyst, Fp&a
2 weeks ago
Toronto, Canada Tucows Full timeTucows (NASDAQ:TCX, TSX:TC) is possibly the biggest Internet company you've never heard of. We started as a simple shareware site in 1993 and have since grown into a stable of businesses: Tucows Domains, Ting Internet and Wavelo. **What's next at Tucows** We embrace a people-first philosophy that is rooted in respect, trust, and flexibility. We believe...
-
FP&A Analyst
4 weeks ago
Toronto, Ontario, Canada Medison group Full timeMedison is a global pharma company providing access to highly innovative therapies to patients in international markets. Medison commercializes highly innovative therapies across international markets, helping to save and improve the lives of patients suffering from the most challenging diseases.Medison has a deep expertise in local regulatory and market...
Analyst, FP Transition Programs
4 weeks ago
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
Description du poste : Department Overview
The Financial Planning National Office is responsible for defining and executing against the 5-year strategy and growth aspirations of the TD Wealth Financial Planning business. The team provides central strategy and support for over 1,100 Financial Planners located in TD branches, Wealth hubs and over the phone, delivering: • 5-year vision and leadership of key strategic initiatives for TD Wealth Financial Planning. • Programs and initiatives to drive acquisition, client retention, sales effectiveness, four pillar financial planning and legendary client experiences through our Financial Confidence by Design Strategy. • Thought Leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients. • Enablement towards growth of TD's virtual Financial Planning offering.
One of the key accountabilities of the Financial Planning National Office is to create and deliver the overall vision and implementation of Products and Services offerings for the Financial Planning business. This role contributes to the business strategy through the execution, management, and support of Transition/ Legacy programs for Financial Planners.
Responsibilities will include, but not limited to: • Lead the delivery and support of existing suite of Transition programs offered to Financial Planners including Retirement programs, Leave of Absence and Parental Leave programs, Book Optimization, and FP to PWM programs. • Working closely with Manager, Transition programs, manage BAU field escalations, queries, and exception requests related to Transition programs. Make decisive recommendations and identify next steps. • Support the change management capability, including framework, standards, and guidelines for the successful implementation of changes to existing and new Transition programs. Focus includes the development of critical artifacts to support field communications, updating policies/ procedures, tools and elevating the function to respond to field queries. • Create/ enhance documentation for existing processes and programs and identify risks/ gaps as well as opportunities for simplification and automation. • Deepen National Office relationships with partners (e.g. Finance, Compensation Advisory, Reporting and Analytics, Governance & Control, Compliance, Product, etc.). Integrate shared objectives and execute joint initiatives. • Establishes relationships and collaborates with stakeholders across Financial Planning and Wealth Advice, taking into consideration competing priorities and organizational sensitivities.
Job Requirements / Qualifications
• Strong knowledge of the Financial Planning and Wealth management businesses • Strong knowledge of financial products and services. • Experience in supporting a Sales team in Financial Services industry is an asset. • Demonstrated skills and experience in business analysis; an ability to analyze and assess data to drive insights using data querying, data manipulation and data visualization tools. • Knowledge of principles and processes and experience planning and executing the delivery of projects and initiatives. • Ability to make clear recommendations to senior leaders in response to field queries and exception requests. • Expertise in handling confidential information with discretion and discernment. • Ability to prioritize multiple tasks in a deadline driven environment. • Ability to develop and maintain positive relationships with numerous business partners. • Strong communication skills and an ability to develop communications for our planners and leaders. • Undergraduate degree.
Additional information • The role reports to Manager, FP Transition Programs.
À propos de nous
La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.
La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre.
Notre programme de rémunération globale Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus
Renseignements supplémentaires : Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.
Perfectionnement des collègues Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.
Formation et intégration Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.
Processus d’entrevue Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.
Mesures d’adaptation L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.
Nous avons hâte d’avoir de vos nouvelles
Exigences linguistiques (Québec seulement) : Sans Objet
