TD Bank

Finance Manager, TD Wealth Financial Planning

TD Bank • $96K — $136K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • University/College education focused on Finance, Accounting, Commerce or Business.
  • 7+ years of relevant experience in Finance.
  • CPA/CFA designation is advantageous.
  • Strong knowledge in accounting principles and financial acumen.
  • Familiarity with financial systems, particularly TD's.

Responsibilities

  • Lead quarterly forecasting and annual planning for the Financial Planning business.
  • Oversee monthly reporting packages and enhance management reporting insights.
  • Produce executive-level material for CFO and VPs/EVPs with responses to inquiries.
  • Conduct driver-based analysis on FP business revenues and expenses.
  • Support business leaders in developing strategic priorities and objectives.
  • Coordinate with stakeholders to compile and analyze budget forecasts.
  • Act as a subject matter expert and provide guidance on financial management issues.

Benefits

  • Designated as a supportive environment for professional growth and skill development.
  • Encourages open dialogue on compensation and career progression.
  • Collaborative work environment blending teamwork and individual contributions.
Full Job Description
Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Finance

Pay Details:
$96,900 - $136,800 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 Wealth Management Finance department is accountable for the major financial functions of TD's wealth management business, providing business planning, financial analysis, measurement, and decision support services. The Wealth Management Finance team works closely with the business and TD's centralized financial expertise to provide quality expertise and advice to their Wealth Management clients, consistent with overall TD financial strategy and objectives. As part of TD Wealth Finance, the FP Finance team provides dedicated finance support to the Financial Planning business

Job Description

Reporting to the Senior Group Manager, TD Wealth, Direct Investing and Financial Planning Finance, this role will support all aspects of Forecast/Plan/MTO and strategic decision making for the FP business.

This role will be responsible for supporting the FP business through financial leadership and ensuring that balance growth and profitability strategies are planned and achieved. The successful candidate must have strong financial acumen and a good understanding of accounting principles. Familiarity with TD's financial systems is an asset, as is experience in the Wealth Management industry.

Specific responsibilities include:
  • Lead the quarterly forecasting, annual planning, business casing, and medium-term outlooks in support of TD FP while also finding opportunities to enhance surrounding processes
  • Oversee completion of the monthly reporting packages and design value-added management reporting to provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required
  • Production and presentation of executive-level material to CFO, Wealth and VPs/EVP, and responding to specific questions
  • Conduct insightful, driver-based analysis of the FP business revenues, expenses, including FTE
  • Provide support to business leaders in developing strategic priorities and defining long-term business objectives while effectively communicating relevant and meaningful recommendations on a range of finance management issues or related operational processes
  • Coordinate with various stakeholders across product, strategy, business development, contact centre and marketing to collect, analyze and compile forecast / budget information
  • Take an active role in providing financial inputs and reviewing business cases and strategic initiatives as part of the Wealth Management project governance process
  • Effectively communicate relevant and meaningful recommendations on a range of finance management issues or related operational processes
  • Act as subject matter expert for own area. Provide guidance, advice, and recommendations to support dealings with internal and external partners
  • Active participation in Finance initiatives and pan-Wealth projects (where appropriate)
  • Ad-hoc work related to the Direct Investing business may be required to support the broader team


Job Requirements
  • Built a brand for themselves as a relationship builder, change initiator and team player
  • The successful candidate will have demonstrated strong commitment, initiative and drive to continuously exceed expectations and lead change
  • Ability to work with a high degree of autonomy, with a strong work ethic and ability to work independently
  • Highly organized with experience managing tight deadlines with ability to multi-task in a fast-paced environment
  • Strong analytical skills with the ability to work in detail, but also step back and take a big picture perspective to synthesize issues and present concise concepts and solutions
  • Strong leadership and communication skills (both written and verbal) with proven ability act as a respectful "challenger" to provide alternate points of view and/or facilitate decision making
  • Proven track record of providing value added Finance support through initiative and creativity
  • Strong inter-personal skills, including strong relationship-building skills to work effectively in a team environment
  • Ability to proactively follow through on identified issues and work toward resolution
  • Strong working knowledge of MS Excel, MS Word, MS Power Point, MS Outlook and MS Copilot
  • Knowledge of EPM, Hyperion, MS Power BI, and Tableau would be an asset


Education and Accreditation
  • University/College education with a focus on Finance, Accounting, Commerce or Business
  • Accounting or financial designation (CPA/CFA) would be an asset
  • 7+ years of relevant experience in Finance

Other
  • Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line.


Language Requirement (Quebec only):
Sans Objet

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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