Work Location:
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
Business Management, Strategy & Support
Pay Details:
$115,600 - $163,200 CAD
Job Description:
Job Description
TD Direct Investing (TDDI) is committed to helping investors build the knowledge, confidence, and capabilities they need to achieve their financial goals. As part of this commitment, the Senior Manager, DI Education Delivery & Strategic Initiatives will lead the strategy, execution, and continuous evolution of TDDI's education delivery and strategic growth initiatives.
Reporting to the Vice President Direct Investing Distribution, this role is accountable for driving innovative client education experiences, fostering meaningful client and prospect engagement, enhancing High Value Client (HVC) performance capabilities, and preserving the unique culture that differentiates TDDI. The successful candidate will combine strategic leadership, operational excellence, and people leadership to deliver business outcomes while creating exceptional experiences for both clients and colleagues.
Accountabilities
Strategic Leadership
- Develop and execute the Education Delivery & Strategic Initiatives strategy in alignment with TDDI and Wealth business objectives.
- Lead strategic initiatives that drive client engagement, business growth, innovation, and operational excellence.
- Partner across Wealth, Marketing, Distribution, Communications, Digital, Analytics, and Product teams to deliver integrated solutions and experiences.
Education Delivery & Modernization
- Lead the end-to-end education delivery portfolio, including investor workshops, masterclasses, events, and digital learning experiences.
- Modernize TDDI's education strategy to increase scalability, digital reach, and accessibility.
- Develop innovative approaches to connect with and educate emerging investor segments, including younger investors and prospective clients.
- Leverage data, insights, and evolving client behaviours to continuously enhance education program effectiveness and impact.
High Value Client (HVC) Strategy & Performance Enablement
- Lead strategic initiatives that support client deepening, engagement, and growth within the HVC segment.
- Enhance and automate the HVC performance ecosystem by simplifying reporting, measurement frameworks, dashboards, and operational processes.
- Enable data-driven decision making through scalable tools, insights, and performance management capabilities.
- Drive continuous improvement and adoption of technology-enabled solutions across the HVC portfolio.
Community Engagement & Media Programming
- Oversee community engagement initiatives, strategic partnerships, and investor-focused media programming.
- Ensure content, events, and activations support client acquisition, engagement, retention, and brand differentiation.
- Advance innovative approaches to connecting with clients and prospects through multiple channels and platforms.
Culture, Colleague Experience & People Leadership
- Foster an inclusive, collaborative, and high-performing team environment.
- Play a leadership role in preserving and strengthening the unique culture of TD Direct Investing.
- Champion colleague experience through leadership, engagement, recognition, talent development, and continuous learning.
- Build organizational capabilities and develop future leaders while supporting enterprise transformation and change.
Governance & Operational Excellence
- Maintain strong governance, risk management, compliance, and control practices across the portfolio.
- Ensure disciplined execution, operational effectiveness, and continuous improvement.
- Lead business planning, prioritization, resource management, and performance measurement activities.
Job Requirements
Education & Experience
- 7+ years of progressive leadership experience in wealth management, client engagement, education, marketing, strategy, or related disciplines.
- Demonstrated experience leading large-scale strategic initiatives and business transformation programs.
- Proven track record of developing and executing client engagement, education, content, or experience strategies.
- Experience leading high-performing teams and influencing senior stakeholders within complex organizations.
Key Skills & Competencies
Strategic Leadership
- Strategic planning and execution
- Change leadership and transformation management
- Executive presence and stakeholder management
- Business acumen and results orientation
Client Engagement & Growth
- Client experience design
- Investor education and financial literacy
- Digital engagement strategy
- Partnership development and relationship management
- Understanding of emerging investor trends and demographics
Operational Excellence
- Performance measurement and analytics
- Process optimization and automation
- Program and portfolio management
- Governance, risk, and control management
People Leadership
- Talent development and coaching
- Team engagement and culture building
- Inclusive leadership
- Collaboration and influence
Communication & Influence
- Executive communications and storytelling
- Presentation and facilitation skills
- Influencing across multiple stakeholder groups
- Strong written and verbal communication skills
Who You Are
You are a strategic and people-focused leader who thrives at the intersection of client experience, education, transformation, and culture. You are passionate about modernizing how we engage investors, creating exceptional experiences for colleagues, and leveraging data and technology to simplify processes and drive business performance. You bring a growth mindset, strong leadership capabilities, and a proven ability to translate vision into execution.
Position Purpose
Lead the modernization and delivery of TD Direct Investing's education, engagement, and strategic initiatives portfolio by expanding reach to future generations of investors, enhancing and automating key business capabilities, and fostering a culture where both colleagues and clients can thrive.
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.
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.
Language Requirement (Quebec only):
Sans Objet
