TD Bank

Senior Analyst, Wealth Strategy

TD Bank$81K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5+ years of relevant experience in financial services, preferably Wealth Management
  • Proven ability to analyze complex business problems and perform secondary research
  • Strong proficiency in Microsoft Office Suite, especially PowerPoint and Excel
  • University degree in business or related field; CPA/CFA qualification is a plus
  • Exceptional problem-solving skills with experience in data analysis and report writing
  • Excellent communication and presentation skills, both oral and written
  • Strong project management skills with attention to detail

Responsibilities

  • Support analytical and strategic projects from inception to completion, including design and delivery
  • Conduct research and financial analysis on industry trends and competitors
  • Assist in developing strategic frameworks and interpreting results to generate insights
  • Communicate key insights and strategies effectively to executives
  • Build collaborative relationships with stakeholders across the organization

Benefits

  • Comprehensive health and well-being benefits
  • Savings and retirement programs
  • Paid time off and banking benefits
  • Career development opportunities and mentoring programs
  • Recognition programs to reward performance
Full Job Description
Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Business Management, Strategy & Support

Pay Details:
$81,600 - $115,200 CAD

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:

The Wealth Strategy team, as part of the Wealth National Office, supports TD Wealth businesses by providing strategic thought leadership, planning, and competitive analysis to the Group Head, Wealth Management, and the Wealth Operating Committee.

The Wealth Strategy team focuses on identifying and framing growth opportunities, including cross-business synergies, while better contextualizing the competitive landscape.

The team is responsible for providing forward-thinking, fact-based analysis, and implementation-ready strategies and tactics that enable and strengthen our competitive advantage. Through strong partnerships with key stakeholders across the bank, the team acts as a growth enabler for TD Wealth, driving profitability and sustaining performance.

Job Description

The successful candidate will provide strategic support to TD Canadian Wealth leadership through both internal and external analysis.

Reporting to the Senior Manager, Wealth Strategy, you will support the delivery of 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 comfort working in a fast-paced, unstructured environment to solve complex problems with a significant degree of ambiguity.

Job Responsibilities

The successful candidate will be expected to support delivery on the following:

  • 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
  • Support the build and roll out of 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
  • 3-5+ 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
  • Strong working knowledge of Microsoft Office Suite (Powerpoint, Excel, Word)
  • University degree in business management or related discipline; CPA/CFA qualification or working towards 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
  • Excellent oral and written communication skills, presentation skills, and strong interpersonal skills
  • Results-oriented project management skills; well organized, with a high attention to detail


Our Total Rewards Package
Our 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:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

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 & Onboarding
We 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

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
Net Income
-$6.9 million
5 Year Trend
+6.6%

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