Work Location:Toronto, Ontario, Canada
Hours:37.5
Line of Business:Business Management, Strategy & Support
Pay Details:$96,900 - $136,800 CAD
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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 OverviewPrivate Wealth Management (PWM) provides high-net-worth and ultra-high-net-worth client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM brings a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely to deliver the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Business Integration team supports PWM leadership by connecting business performance management, strategic planning and priority initiatives across PWM. The team works closely with PWM lines of business, Finance, Wealth National Office and enterprise partners to strengthen decision support, enable coordinated execution and advance business priorities.
AccountabilitiesReporting to the Senior Manager, Business Integration, the Manager, Business Performance & Strategic Initiatives role requires a highly analytical and strategic problem solver with strong financial acumen, quantitative capabilities, relationship management skills and business judgment.
The role will help establish and manage a dedicated PWM business performance capability. The Manager will partner closely with Finance and PWM lines of business to strengthen P&L management processes, develop forward-looking insights and bring a quantitative basis to outlook and planning discussions. The role will also provide analytical and execution support for priority strategic initiatives and emerging leadership requests.
The role translates financial results, forecasts and underlying business drivers into clear implications, risks, opportunities and recommended actions for PWM leadership.
The role will be responsible for the following within Private Wealth Management:
Business Performance & P&L Management- Drive recurring PWM business performance and P&L reviews, translating results into key insights, risks, opportunities and actions.
- Partner with Finance and PWM lines of business to develop business assumptions, quantitative analysis and scenarios that inform outlooks, forecasts and planning.
- Identify and track revenue, expense and broader business performance opportunities and risks, and recommend actions to management.
- Develop proactive insights into underlying business drivers, financial results and emerging trends across PWM.
- Establish effective P&L management processes, reporting and partner cadences to improve consistency, transparency and decision support.
- Support discretionary expense planning and management, including assessment of emerging pressures, trade-offs and opportunities.
- Support business cases and investment analysis, including financial assessment, scenario analysis and validation of expected benefits.
- Leverage AI and analytical tools to assess business trends from results, identify emerging themes and surface actionable risks and opportunities.
Strategic Initiatives & Decision Support- Lead or support the analysis, planning and execution of priority PWM strategic initiatives and emerging leadership priorities.
- Conduct strategic and quantitative analysis on emerging opportunities and develop clear recommendations for leadership.
- Support the development of business cases for strategic initiatives, including strategic rationale, key assumptions, expected outcomes and implementation considerations.
- Establish fit-for-purpose performance measures and track initiative outcomes against approved objectives and expected benefits.
- Coordinate planning and execution across PWM businesses and enterprise partners, including key dependencies, risks, milestones and decision points.
- Identify emerging issues and opportunities, synthesize implications and recommend actions to advance strategic priorities.
- Prepare executive-level recommendations, presentations and decision materials that are concise, evidence-based and aligned with business strategy.
The Manager will work closely with partners across PWM, including Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services, as well as Finance, Wealth National Office and other enterprise partners as required.
This role will also require engagement with senior PWM leadership, so the successful candidate must possess strong executive-level written and verbal communication skills.
Required Education and/or Accreditation- Undergraduate degree in Business, Commerce, Finance, Economics or a related discipline would be an asset..
- 7+ years of relevant experience in business management, financial planning and analysis, strategy, product management, consulting or a related field.
- Experience in Private Wealth Management, Wealth, Banking or another financial-services business would be an asset.
Required Capabilities- Strong financial and business acumen, with demonstrated ability to interpret P&L results and connect financial outcomes to underlying business drivers.
- High degree of comfort with financial models, quantitative analysis, business assumptions and scenario planning.
- Strong analytical and problem-solving skills, with the ability to quickly absorb complex financial and non-financial information, identify key issues and develop actionable recommendations.
- Proven ability to think strategically, evaluate trade-offs and make recommendations in a timely manner.
- Demonstrated ability to build strong working relationships and influence without direct authority.
- Strong organizational skills and ability to manage multiple priorities independently in a dynamic, fast-paced environment.
- Excellent written and verbal communication skills, including experience preparing executive-level presentations and decision materials.
- Curiosity and practical experience using AI, data and analytical tools to improve insight generation, productivity and decision support.
- Strong knowledge of Microsoft Excel and PowerPoint; experience with business intelligence and visualization tools would be an asset.
- Highly self-motivated, collaborative and disciplined, with a strong commitment to quality and continuous improvement.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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 moreAdditional 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 & 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
