JOB DESCRIPTION:

Oversee and will lead requirements management throughout the lifecycle of high risk, strategic, complex initiatives requiring a cohesive approach to broad business solutions with full traceability to realize initiative benefits.

QUALIFICATIONS:

• Undergraduate degree
• Business Analysis Accreditation
• 7+ years of experience in business analysis, preferably in financial services or wealth management.
• Strong understanding of registered investment products and regulatory frameworks.
• Experience working with vendor-managed platforms (e.g., CGI Plan Admin, SIS).
• Proven ability to manage multiple stakeholders and competing priorities.
• Proven experience working in Agile environments and using tools like JIRA and Confluence.
• Excellent communication, stakeholder management, documentation, and problem-solving skills.
• Ability to work independently and manage competing priorities in a fast-paced environment.
  Hybrid = 2 days a week in the office

Additional information

• Lead, analyze, document, and manage requirements with stakeholders by applying a variety of techniques to probe, elicit, challenge, understand, and gain consensus on requirements.
• Identify, document, and validate current state processes and support stakeholders to design the desired future state; provide recommendations and/or direction based on the end-to-end customer experience when making decisions.
• Oversees, provide support and input to business requirements delivery and monitor/assess/mitigate requirements-related risks, ensure quality outputs and track progress
• Ensure business processes/systems impacted by requirements are analyzed and the acceptance criteria clearly demonstrates the changes to business process/systems to meet customer needs.
• Work with Change Management to assess and ensure that customer and employee experience / stakeholder impacts are appropriately identified and managed
• Manage and oversee the traceability of business requirements.
• Leverage specialized domain, product, and systems knowledge to have a thorough understanding of the business, product, and vision; provide business/product subject matter expertise as well as recognize and drive the focus toward business value.
• Promote innovation by applying subject matter expertise to generate forward-thinking ideas as well as critical thinking to find opportunities for improvement.
• Ensure timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution.
• Ensure work meets associated regulatory and framework controls, standards, and best practices.
• Support team in managing and building positive relationships with partners and key stakeholders
• Effectively communicate with stakeholders to ensure alignment to delivery framework and objectives.
• Apply analytical skills to effectively understand business problems, impacted stakeholders, and proposed solutions to ensure alignment to TD’s risk appetite. Identify, document, and actively manage material risks and issues, escalating to appropriate leadership when necessary to ensure the timely and unimpeded progress of work.
• Promptly manage concerns from stakeholders and ensure timely and effective problem resolution.
• Support change management planning and activities, including those that ensure operational readiness.
• Support implementation and post-implementation planning and activities.
• Support Request for Information (RFI) or Request for Proposal (RFP) planning and activities, when required.
• Provides support/oversight and guidance in the delivery of requirements with focus on quality, reusability, scalability, and innovation.
• Adhere to the TD Code of Conduct.
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
• Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
• Participate in personal performance management and development activities, including cross training within own team.
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
• Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally.
• Advanced knowledge of business analysis, and delivery execution practices and standards
• Advanced understanding and acts as a conduit for business and user interaction with technology
• Provides leadership guidance, makes recommendations and collaborates with business and technology to ensure the technology solution meets the business needs
• Provides advisory support and guidance, and oversees requirements management
• Identifies and leads problem resolution for complex requirements related issues
• Works autonomously as the lead business analyst and coaches and guides members within area of expertise
• May Lead requirements management for high risk, strategic initiatives

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.

ROLE OVERVIEW:

We are seeking a highly motivated and detail-oriented Business Analysis Specialist to join the Registered Plans team within TD Wealth. This role will directly support Product Owner in managing and delivering initiatives across a portfolio of Canadian registered products such as RESP, RDSP, TFSA, and RIF, etc.
You will play a critical role in enabling regulatory compliance, driving platform enhancements, and supporting strategic initiatives.

KEY RESPONSIBILITIES:

• Collaborate with the Product Owner to define and refine business requirements for Registered Plans initiatives.
• Conduct impact assessments and gap analyses for regulatory changes (e.g., ESDC, Bill 64, CIRO).
• Translate business needs into clear, actionable user stories and acceptance criteria.
• Support backlog grooming, sprint planning, and cross-functional coordination with vendors (e.g., CGI Plan Admin, SIS).
• Liaise with Compliance, Legal, and Governance teams to ensure alignment on product changes.
• Maintain documentation and support audit readiness for remediation efforts.
• Act as the primary Business Analyst and Subject Matter Expert for all Registered Plans initiatives.
• Lead requirements gathering, documentation, and validation for regulatory remediation efforts.
• Analyze and document current and future state business processes and system interactions.
• Translate business requirements into functional and non-functional specifications for development and QA teams.
• Serve as the single point of contact for multiple Wealth operations teams and external vendors.
• Manage vendor release cycles and ensure platform needs are addressed from a Registered Plans perspective.
• Support strategic initiatives impacting Registered Plans.
• Contribute to testing, UAT coordination, defect triage, and production readiness activities.