Senior Business Management Analyst, TD Wealth Advice Solutions & Enablement

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Business Management, Strategy & Support

Pay Details:
$76,800 - $115,200 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:

Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $750,000) individuals, families, and organizations with wide-ranging often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust. As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services - from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning - and the best of the Bank to our clients.

Job Description:

Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Manager, Managed Solutions, the Senior Business Management Analyst, will work alongside a team of professionals within Wealth Advice Solutions & Enablement to deliver investment management platform support and implementation guidance to Investment Advisors and Portfolio Managers at TD Private Wealth Management. Specifically, the Senior Analyst will be accountable for the following:

• Act as a trusted partner and platform/process subject matter expert, delivering advanced personalized application support (Wealth360), proactive guidance, coaching, and sharing implementation best practices with TD Wealth Investment Advisors, Portfolio Managers, and their teams

• Maintain expert knowledge of TD Wealth's investment management programs and platforms, and lead in the development of and updates to advisor-facing procedures, tool guides, user-guides, and other reference material (FAQs, etc.)

• Develop and facilitate presentations and training sessions to advisor teams, acting as a subject matter expert for investment management platforms and programs, and assist in skill and knowledge development for new hires and competitive recruits

• Act as an important first-line of support for investment management platform users and play an important role in collection and prioritization of customer and colleague feedback and irritants

• Resolve inbound product/platform inquiries from front office users, referring matters and escalating complex issues to business and technology partners as required

• Maintain an ongoing view of the investment management platform roadmap and contribute to its development by collaborating with front office and internal partners to solicit feedback and incorporate it into roadmap planning. Actively share insights and recommendations to drive platform enhancements, address defects, and improve the overall advisor and client experience

• Review platform release notes to create a comprehensive testing plan in preparation of subsequent scheduled releases, and lead testing, validation, and documentation efforts ahead of new releases/upgrades in partnership with partners in Platforms, Technology, Change Management, etc.

• Act as a leader by taking ownership of initiatives, setting a positive example through collaboration and accountability, and guiding others through complex scenarios. Demonstrate resilience, foster a culture of continuous improvement, and contribute to a high-performing, inclusive team environment

• The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise

Job Requirements/Skills

Education/Accreditations:

• University/college degree; Finance, business, or related discipline preferred

• Financial or securities designations (CIM, CFA, CSC, CPH, etc.) considered an asset

Other Qualifications/Skills/Experience:

The successful candidate must have:

• Five (5) or more years of relevant wealth or investment industry experience

• Strong financial acumen and understanding of investment products, fee-based programs, portfolio management and modelling concepts, and discretionary and non-discretionary investment management practices

• Experience working with Wealth 360, and familiarity with other investment management and wealth technology applications including Croesus, Kyndryl, etc.

• Strong attention to detail and ability to quickly identify issues, triage inquiries, understand root cause, and propose solutions or workarounds

• Excellent interpersonal and communication skills (both written and verbal), with the ability to effectively communicate complex concepts in a simplified manner, and engage and influence stakeholders at all levels

• Demonstrated initiative and resourcefulness in problem solving, with the ability to proactively tackle unfamiliar problems by asking the right questions and independently finding answers or solutions (even without being a subject matter expert)

• Highly organized and process-oriented, with a strong ability to organize and prioritize work efforts and ensure deadlines are met

• Proven track record of effective project management, including the ability to drive projects to completion and manage multiple priorities within tight deadlines

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