Work Location:Toronto, Ontario, Canada
Hours:37.5
Line of Business:Finance
Pay Details:$81,600 - $115,200 CAD
Provides a broad range of analytical / advanced finance processing / reporting support and general accounting expertise. Roles may also provide related finance operational / initiative support as assigned.
CUSTOMERAs a member of the Wealth Management Finance Compensation Team, reporting to the Manager, Wealth Management Finance, this role is responsible for administering and analyzing the monthly variable compensation process for the Private Investment Advice (PIA) business within TD Wealth Management. The role is highly analytical and data-focused, requiring strong technical capability to manage large datasets, work extensively with Microsoft Access, investigate issues, and deliver accurate analysis and ad-hoc reporting.
- Build, maintain, and troubleshoot Microsoft Access queries and data processes used to support compensation analysis, recurring reporting, and operational requirements.
- Manage, validate, reconcile, and analyze large datasets from multiple sources, ensuring data accuracy, completeness, and consistency before processing and reporting.
- Perform analysis, investigate variances and exceptions, identify root causes, and determine appropriate resolutions.
- Deliver recurring and ad-hoc reports in response to business needs, translating complex data into clear and actionable insights.
- Apply strong analytical judgment and problem-solving skills to investigate data reporting and compensation issues.
- Act as a key contact for escalated inquiries, using data analysis to support accurate and timely resolution.
- Partner with business and internal stakeholders to understand requirements, clarify data or reporting needs, and support financial and performance outcomes.
- Identify opportunities to simplify, automate, and improve data and reporting processes, including existing controls and validation checks.
SHAREHOLDER- Plan and prioritize recurring pay process, ad-hoc requests, and issue resolution to meet deadlines in a fast-paced environment.
- Maintain the accuracy and integrity of compensation outputs through disciplined data validation, reconciliation, exception review, and documented controls.
- Identify data or process gaps, investigate root causes, and recommend practical solutions that improve accuracy, efficiency, scalability, and control.
- Ensure activities are conducted in compliance with internal policies, standards, and regulatory requirements.
- Apply a strong risk and control mindset when handling data, developing queries, producing reports, and resolving variable pay issues.
EMPLOYEE / TEAM- Share technical, data, and business knowledge with team members and support cross-training key processes.
- Provide support and guidance to the team on large dataset analysis, Microsoft Access, reporting, and compensation-related problem solving.
- Collaborate effectively with colleagues and business partners to resolve issues and deliver accurate results within required timelines.
- Maintain awareness of business developments, data tools, system changes, and process changes that may affect monthly operations.
- Communicate relevant updates, findings, risks, and process changes clearly to stakeholders.
BREADTH & DEPTH- Independently analyze and resolve complex compensation, reporting, and operational issues where the root cause may not be immediately apparent.
- Use Microsoft Access and Excel to query, transform, reconcile, and analyze large datasets and produce reliable outputs for business use.
- Translate business questions into analytical approaches, queries, reconciliations, and reports that support decision-making and issue resolution.
- Exercise sound judgment when validating results, investigating anomalies, and determining when an issue requires escalation or additional controls.
- Manage multiple priorities with a strong focus on accuracy, attention to detail, and timely delivery within strict deadlines.
- Contribute to projects and process improvements by providing data analysis, technical input, testing, and implementation support.
EXPERIENCE & EDUCATION- Advanced Microsoft Access and MS Excel skills are required, including hands-on experience building, modifying, and troubleshooting queries and working with relational datasets.
- Experience with Power Query, VBA, SQL, or similar data tools is an asset.
- 4+ years of experience in a hands-on analytical, data, reporting, finance operations, or compensation-related role.
- Demonstrate analytical and problem-solving ability, including investigating data issues, identifying root causes, working through ambiguity, and developing practical solutions.
- Experience producing recurring and ad-hoc reports and translating business requirements into accurate analytical outputs.
- Strong attention to detail and demonstrate commitment to data accuracy, validation, and controls.
- Effective communication and interpersonal skills, with the ability to explain findings and work with business partners and stakeholders across multiple teams.
- Experience in financial services, advisory environments, or compensation/incentive processes is an asset.
- Familiarity with ISM/Kyndryl is an asset.
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.
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: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.
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
