Senior Finance Analyst

Job Description:

Department Overview

The Wealth Management Finance team is responsible for delivering key financial functions for TDBG's Wealth Management business. These include business planning, financial analysis, performance measurement, and strategic decision support.

This team collaborates closely with Wealth Management business units and TDBG's centralized finance teams to provide expert financial advice aligned with the bank's overarching financial goals. Within Wealth Finance, the PWM/FP Finance team specifically supports the Private Wealth Management and Financial Planning businesses.

Job Description

Reporting to the Senior Group Manager, FP Finance, this role is primarily responsible for supporting management reporting through regular month-end activities, as well as contributing to forecasting, planning, and various ad hoc requests. The role is instrumental in analyzing business performance, supporting strategic priorities, and delivering insights that inform business decisions.

Key Responsibilities:

• Conduct analysis and evaluation of business performance against reference points (e.g., plan, prior year, business cases).
• Support the development of reporting to monitor progress against business initiatives and perform competitive analysis across relevant metrics.
• Provide meaningful and relevant financial data, guidance, and recommendations to business partners and stakeholders.
• Provide input for monthly reporting, quarterly forecasting and annual planning.
• Collaborate with FinOps and specialized Finance teams to improve report production, data tracking, and financial analysis processes.
• Assist with process improvements and automation opportunities to increase operational efficiency and accuracy.
• Completion of projects/initiatives, insightful analytics and ad hoc requests as required.
• Act as subject matter expert (trusted matter expert) for own area and provide guidance / advice and recommendations to support interactions with internal / external partners

Job Requirements

• Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.
• Excellent analytical and problem-solving capabilities with a proactive approach to identifying and resolving issues.
• Strong interpersonal, leadership, and communication skills, both written and verbal.
• Proven ability to deliver insightful financial analysis and build trusted advisory relationships with stakeholders.
• Solid understanding of financial accounting, reporting structures, and control frameworks.
• High level of attention to detail with the ability to convey complex financial concepts clearly.
• Proficiency in Microsoft Excel and PowerPoint; experience with Hyperion, Oracle, or EPM is considered a strong asset.

Education & Accreditation

• Post-secondary education in Finance, Accounting, Commerce, or Business.
• Minimum of 5 years' experience in financial analysis, planning, or reporting.
• Professional designation such as CPA, CFA, or MBA is an asset.

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