Work Location:Toronto, Ontario, Canada
Hours:37.5
Line of Business:Business Management, Strategy & Support
Pay Details:$69,700 - $98,400 CAD
Job Description:Department OverviewPrivate Wealth Management (PWM) Pricing is part of the dynamic PWM Solutions & Enablement team within PWM Strategy and Solutions. We are responsible for Investment Platforms, Technology, Operations and Digital Enablement for PIA, PIC, and FP ensuring alignment with business strategy, profitable management of key flagship products, and exceptional client and wealth advisor experiences. To deliver a best-in-class investment solutions platform, we focus on product & pricing strategy, development, and management; ongoing advisor / product / pricing / process optimization; P&L management; and distribution support.
We are hiring for the position of
Analyst, Private Wealth Management (PWM) Pricing to help provide a broad range of pricing analysis, reporting, monitoring, and support to the Wealth Advice lines of business. Reporting to the Senior Manager, PWM Pricing, accountabilities of the Analyst role include:
- Providing pricing support to advisors, reviewing inquiries from the field on discount sharing charges, and reviewing requests to cross-platform price households
- Reviewing pricing exceptions requests and providing recommendations to Pricing Review Committee for all discount requests based on industry benchmarks
- Acting as a subject-matter expert in support of Wealth projects, including planning and executing on changes and updating processes and product features to adapt to regulatory changes and strategic initiatives
- Maintaining pricing information and other internal resources to reflect industry-wide best practices, processes, and policies
- Harmonizing and optimizing fee structures across channels to clearly differentiate advice offerings
- Developing frameworks to better understand detailed-level allocation of revenue, compensation, and expenses
- Supporting business growth by leveraging data to optimize pricing in advisors' books and identify areas of opportunity to apply consistent pricing practices
- Providing ad hoc pricing data, analysis, and project support and developing analytical insights for senior management to facilitate changes in pricing processes
- Ensuring policies and procedures are accurate and up to date
Job Requirements- Familiarity with wealth and investment management or experience in advice-channel pricing models and analytics
- Strong analytical skills and an ability to effectively provide concise recommendations in a positive manner
- Clear communication skills and comfort working with cross-functional teams, colleagues, partners, and stakeholders
- Prioritization and time management skills with the ability to work independently and responsively in a changing and ambiguous environment
- Strong organizational skills and attention to detail
- Commitment to continuous learning and being a team player
- Driven to find creative solutions to complex problems
- Experience using data and analytics to support decision-making
Our Total Rewards PackageOur 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: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.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & OnboardingWe 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
