JOB DESCRIPTION:

Department Overview
The W ealth Management Finance department is accountable for the major financial functions of TDBG’s wealth management business, providing: business planning, financial analysis, measurement, valuation and risk assessment. The Wealth Finance team works closely with the business and TDBG’s centralized financial expertise (e.g. accounting, reporting, taxation) to provide quality expertise and advice to their Wealth Management clients, consistent with overall TDBG’s financial strategy and objectives. As part of TD Wealth Finance, the TDAM Finance team provides dedicated support to TD Asset Management and TD Epoch covering more than 900 employees.
Job Description
Reporting to the Senior Group Manager Wealth Finance, this role will support the TDAM business and will be responsible for developing and providing value-added management reporting and financial support to the TDAM business. The position will support both the Reporting function, and the Forecasting and Planning function, within TDAM Finance.

Specific responsibilities include:

• Participate in the production of detailed monthly management reporting and close processes, including the development of ongoing process and quality enhancements
• Prepare monthly analysis and reporting for revenues, monitor profitability by product and channel, and provide business insight on key revenue drivers and developing trends
• Provide business with timely reporting on institutional revenues and collections
• Provide value-added financial analysis and advisory support to business partners to develop and execute strategic initiatives. This includes the preparation of financial analyses and business cases, presentation decks or conducting Finance presentations to business partners as required
• Contribute to the annual financial planning and quarterly forecasting processes for TDAM
• Support ad hoc requests from the TDAM business, particularly on revenue drivers
• Continuous innovation and simplification of existing processes, including leveraging technology to streamline complex workflows

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Requirements

• University/College education with a focus on Finance, Accounting, Commerce or Business
• Business and/or accounting designation or working towards designation (CPA/CFA/MBA) preferred
• Understanding of TD Wealth business would be an asset
• Strong working knowledge of Microsoft Office (especially Excel and PowerPoint)

Qualifications & Skills

• Management reporting experience, including the ability to evaluate performance on both financial and non-financial measures (such as performance scorecards)
• Highly motivated team player who can take the lead in completing projects and tasks from start to finish
• Strong business acumen, analytical and conceptualization skills and the ability to identify and implement process improvements.
• Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
• Strong communication and teamwork skills to work with finance and business partners, and understand & manage the relationships with business partners
• Product knowledge and/or business experience within wealth management or asset management industries would be an asset

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.

• Participate in the production of detailed monthly management reporting and close processes, including the development of ongoing process and quality enhancements
• Prepare monthly analysis and reporting for revenues, monitor profitability by product and channel, and provide business insight on key revenue drivers and developing trends
• Provide business with timely reporting on institutional revenues and collections
• Provide value-added financial analysis and advisory support to business partners to develop and execute strategic initiatives. This includes the preparation of financial analyses and business cases, presentation decks or conducting Finance presentations to business partners as required
• Contribute to the annual financial planning and quarterly forecasting processes for TDAM
• Support ad hoc requests from the TDAM business, particularly on revenue drivers
• Continuous innovation and simplification of existing processes, including leveraging technology to streamline complex workflow