JOB DESCRIPTION:

The Wealth Management Strategy team provides the Group Head and the Operating Committee pan-wealth strategic thought leadership and decision support by:

• Leading on-going strategic planning
• Identifying and framing growth opportunities including cross-business synergies
• Being the forward conscious of the business
• Better contextualizing the competitive landscape
• Influencing and managing stakeholders internally and externally to deliver results

JOB DESCRIPTION

Reporting to the Senior Manager, PWM/FP Strategy, you will deliver high visibility projects as part of an internal consulting team, working with partners across TD Wealth’s multiple business lines. To be successful in this role, you must have a collaborative, team-driven delivery mindset, and a high degree of comfort working in an unstructured environment to solve complex problems with a significant degree of ambiguity.

The successful candidate will be expected to deliver on the following:

• Manage and execute analytical and strategic projects, from start to finish, as part of a project team; includes project design and scoping; aligning partner expectations; project management and updates, and timely delivery
• Conduct research and financial analysis on key competitors and industry trends, leveraging both internal and external sources of information
• Employ strategic frameworks, interpret results, generate insights, and write memos and decks to provide findings and recommendations to business partners
• Effectively communicate key insights, ideas, and strategies to an executive audience in a clear, compelling, and concise manner
• Ability to build relationships, collaborate, and influence across the Bank to achieve stakeholder consensus and maintain a deep understanding of the business

JOB REQUIREMENTS

• 7+ years of relevant business experience in financial services industry; experience and knowledge of Wealth Management would be an asset
• Experience analyzing complex business problems and conducting in-depth secondary research; consulting experience would be an asset
• University degree in business management or related discipline; MBA graduate and/or CPA/CFA qualification would be an asset
• Strong problem-solving skills, with a solid background working with data, conducting analysis, interpreting results, solving complex business problems, and writing reports/presentations
• Direct Wealth industry experience would be an asset
• Excellent oral and written communication skills, presentation skills, and strong interpersonal skills
• Ability to interact effectively with senior leaders across the enterprise demonstrating superior judgement
• Strong working knowledge of Microsoft Office Suite (PowerPoint, Excel, Word)

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.

Please refer the Job description for details