Wealth Strategy Manager

3 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Position Overview

The selected individual will play a pivotal role in supporting the leadership of TD Global Wealth by performing both internal and external evaluations. Reporting to the Senior Manager of Wealth Strategy, you will spearhead essential initiatives as part of an internal consulting group, working in conjunction with various stakeholders within TD Wealth's distribution and asset management divisions. Success in this position requires a cooperative, team-oriented leadership style and adept problem-solving skills, along with the ability to navigate a fast-paced environment while addressing intricate challenges amidst ambiguity.

Key Responsibilities

  • Oversee and implement analytical and strategic initiatives from start to finish as part of a project team, which includes project design, aligning stakeholder expectations, project oversight, and ensuring timely completion.
  • Conduct financial assessments, applying strategic frameworks, interpreting results, extracting insights, and generating reports to communicate findings and recommendations to relevant parties.
  • Exhibit strong communication capabilities to clearly articulate concepts and research to senior stakeholders with confidence and clarity.
  • Demonstrate the ability to lead by influence, fostering agreement among diverse stakeholders with differing priorities.

Essential Qualifications

  • Robust analytical and problem-solving abilities grounded in data analysis, report generation, and addressing complex business issues.
  • Outstanding verbal and written communication, presentation, and interpersonal skills.

Educational Background and Experience

  • Minimum of 5 years of relevant experience in the financial services sector.
  • Expertise in conducting thorough secondary research, including data gathering and synthesis.
  • Results-driven project management skills with strong organizational capabilities and meticulous attention to detail.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Bachelor's degree in business management or a related discipline.
  • Experience in Wealth Management or Investment Management is a plus.
  • Preferred qualifications include an MBA, CFA, or CPA designation, along with prior consulting experience.

About TD

TD is recognized as one of the leading global financial institutions and ranks as the fifth largest bank in North America by the number of branches. We are committed to delivering exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. With a workforce of over 95,000 dedicated professionals, we aim to enhance the lives of our customers, communities, and team members. Guided by our vision of being the Better Bank, we are focused on improving customer experiences and developing capabilities to shape the future of banking. Whether you are an experienced banking professional or just starting your career in financial services, we are here to support your growth and help you realize your potential.

Comprehensive Benefits Package
Our extensive benefits package reflects our commitment to our employees and their families in achieving financial, physical, and mental well-being. TD's benefits include a competitive salary, performance-based compensation, health and wellness benefits, retirement plans, paid time off, banking perks and discounts, career development opportunities, and recognition initiatives.

Commitment to Employee Development
We are excited that you are considering a career with TD. Through ongoing development discussions, training programs, and competitive benefits, we are dedicated to providing the necessary support for our employees to thrive both professionally and personally.

Training and Onboarding
We will provide training and onboarding sessions to ensure you are fully prepared to excel in your new role.

Interview Process
We will reach out to selected candidates to schedule interviews. We strive to provide feedback to all applicants via email or phone.

Accessibility Accommodations
We value your accessibility needs. Please inform us if you require accommodations to facilitate your participation throughout the interview process.

We look forward to receiving your application.

Language Requirement

N/A.

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