Manager, Wealth Finance

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Finance

Pay Details:
$91,200 - $136,800 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

The Wealth Management Finance department is accountable for the major financial functions of TDBG's wealth management business, providing: business planning, financial analysis, measurement, and decision support services. The Wealth Finance team works closely with the business and TDBG's centralized financial expertise to provide quality expertise and advice to their Wealth Management clients, consistent with overall TDBG's financial strategy and objectives. As part of TD Wealth Finance, the Wealth Support Finance team provides dedicated finance support to Wealth National Office and Support groups covering 1600+ employees.

Reporting to the Senior Group Manager Wealth Finance, this role will be primarily focused on forecasting & planning, initiative and decision support to Wealth National Office and Support functions. Key responsibilities include leading the quarterly planning & forecasting process and a team of Finance professionals, providing in depth analytical and decision support for business initiatives and developing strong working relationships with Wealth business partners and stakeholders.

Accountabilities:

• Leading the quarterly forecasting/planning, and annual medium term outlook (MTO) process including identification, review and validation of assumptions with business partners, development and update of forecasting models, and analyze and present forecasts of Wealth National Office and Support functions
• Leading Wealth National Office and Support financial and decision support analyses for business cases, initiatives and other special projects and ensuring issues and insights are communicated clearly to all key stakeholders
• Owning deep dive analyses and developing in-depth understanding of the expenses within the Wealth National Office and Support businesses, including business drivers and optimization opportunities and work with the team to provide insightful and actionable recommendations to the business
• Proactively identify forward looking business changes and ensure benefits/costs from projects/initiatives are captured appropriately in the Forecast/Plan
• Proactively identify expense management and productivity opportunities and recommendations to improve efficiency
• Develop and manage a small team of Finance professionals, including the recruitment of qualified / skilled resources, ongoing training and development opportunities, coaching and performance management activities.
• Establishing and maintaining strong working relationships across Wealth, including our business and Finance partners
• Support the Senior Group Manager, Wealth Finance and other team members in responding to and following up on issues, queries and exceptions.
• Working closely with Wealth business partners (including Finance) to provide transparency on methodology and business rationale behind allocations, and responsible for ensuring appropriate allocation methodology is set during annual Plan process
• Identify and investigate key financial and accounting issues including timely follow up, escalation and resolution.
• Exhibiting and promoting high degree of professionalism, passion for the business and intellectual curiosity to drive continuous improvement in quality of deliverables and contribution of value added analyses to Wealth Senior Management and Finance partners
• Ensuring the team develops & maintains process documentation for all planning and forecasting processes and models including business drivers
• Participate fully as a member of the Wealth Finance team, promote team effectiveness and contribute to a positive work environment; including cross training with other team members where appropriate.
• Championing a positive and rewarding team environment where members are able to grow and thrive with a strong focus on sharing and transitioning knowledge

The successful candidate will have demonstrated strong commitment, initiative and drive to continuously exceed expectations and lead change, ability to work with high degree of autonomy, strong technical skills, strong inter-personal skills, effective at problem solving with minimal support and strong organization skills.

• Experience managing in a fast paced and continuously evolving environment and ability to keep key issues in focus
• Proven analytical and critical thinking skills including experience in forecasting and decision support analytics as well as strong financial modeling skills
• People management experience and proven leadership with the ability to coach and guide a team and ability to lead and influence change
• Proven interpersonal and relationship management skills
• Experience evaluating business issues, identifying potential solutions and implementing action to resolve issues
• Detail oriented while still able to synthesize issues and present concise concepts and solutions
• Exceptional time management, organizational, project management, and problem solving skills
• Strong work ethic and ability to work independently and in a team environment as required.
• Product knowledge or business experience of Wealth Operations and Vendor would be an asset
• Strong working knowledge of MS Excel, MS Word, MS Power Point and Outlook.
• Knowledge of Hyperion, Essbase and Oracle would be an asset.
• Exhibiting high degree of professionalism, passion for the business and intellectual curiosity to drive continuous improvement in quality of deliverables and contribution of value added analyses to Wealth Senior Management and Finance partners

Education and Accreditation:

• University/College education with a focus on Finance, Accounting, Commerce or Business
• Business and/or accounting designation preferred or working towards designation (MBA/CFA/CPA)
• Minimum 5-7 years of relevant experience in finance

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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