Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Enterprise Enabling Functions

Pay Details:

$76,800 - $115,200 CAD

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:

Department Overview

The Financial Planning Strategy and Solutions team 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 & support for over 1,000 Financial Planners located both in TD's branches 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 and legendary client experiences
• Best-in-class centralized sales support for Financial Planners through a team of ~200 licensed Financial Planning Associates
• Thought leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients
• Rapid growth of TD's emerging phone based Financial Planning offering

Job Description

The Senior Business Analyst is accountable for the day-to-day support of key business reporting in the Financial Planning Business Insights and Reporting team and will drive operational efficiencies for the business. This is a key role within the FP Strategy and Solutions team.

Working collaboratively with the FP leadership team, Wealth Shared Services, Wealth Segment Strategy and TD enterprise partners, responsibilities include, but are not limited to:

• Ownership of monthly Net Asset Growth (NAG) Goaling process and assisting with the annual target setting for NAG Goals and Retail Volume.
• Act as point of contact for NAG Goal inquiries from regional sales leaders.
• Assist in the delivery and update of monthly reports for business leader consumption.
• Develop and deliver ad-hoc analysis to support emerging business strategies and initiatives.
• Generate insights and identify opportunities to help drive business growth or address business/enterprise needs.
• Build and manage relationships with partners and stakeholders to develop, prioritize, and champion FP Reporting and Insights team reporting requirements.
• Work closely with business partners to gain deep understanding of the business and relevant objectives to contribute to the strategic direction of the business.
• Interpret and present data using visualization to illustrate business insights.
• Develop substantial and insightful commentary/insights on new and existing reporting packages.
• Educate, train and build awareness with business partners on how to interpret data and analytics to drive decision making that will move the business forward.

Key Skills and Competencies

• Advanced analytical and problem-solving skills, with proficiency in Excel and PowerPoint; Alteryx experience is an asset.
• Strong communication skills (both written and verbal) with the ability to synthesize complex analysis, findings and recommendations and package key messages for senior executives.
• Strong relationship builder with a proven ability to partner, build confidence and influence multiple stakeholders at all levels across the organization.
• High attention to detail and comfortable working with large data sets.
• Customer focused, with a strong understanding of customer needs and experiences across all channels.

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):

Sans Objet