Manager, Wealth Advice Business Strategy

4 weeks ago

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

Description

:

Department Overview

The Business Planning & Performance Management team within Wealth Advice Strategy & Solutions provides business and financial insights, strategic planning, and business management coordination across Wealth Advice Businesses. The team plays a key role in Wealth Advice strategy development and implementing pan-Wealth business initiatives through data insights and executive reporting.

The Role and Key Accountabilities
The Manager of Wealth Advice Business Strategy is a key position accountable for business strategy development, supporting Wealth Advice line of business endeavors, and informing on-going projects through a deep understanding of competitive trends and practices to sustain a competitive advantage.

Additionally, the role:

Develops components of the Wealth Advice long term strategic vision through thought leadership and effective analysis, that integrates into the broader Wealth Advice strategies

Supports the annual planning process ensuring alignment to the business' long-term strategy

Manages and executes analytical and strategic projects, from start to finish; includes design and scoping; aligning partner expectations; project management and updates, and timely delivery

Initiates competitive and analytical assessments to inform business direction, process, and opportunities with appropriate recommendations

Provides forward-thinking, fact-based insights related to potential changes and disruption 

Establishes relationships and collaborates with stakeholders across Wealth Advice, taking into consideration competing priorities and organizational sensitivities

Represents the team both internally and across the organization 


Job Requirements

CPA and/or CFA qualification would be an asset

5+ years of business or strategy experience

Knowledge of wealth management industry would be an asset

Good understanding of the Bank’s financial drivers and structure

Skills

Excellent analytical skills, including Excel and PowerPoint

Superior communication skills, both verbal and written

Conceptual and strategic thinker

Ability to interact effectively with leaders across Wealth Advice 

Tactical thinker and leader with respect to solution development and implementation

Ability to work with pace and manage multiple time-sensitive and competing priorities

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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.

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):

Sans Objet

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