401263BR
Wealth Management
Toronto, ON
March 13, 2023

Company Overview
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The Strategic Governance team is a fast-paced innovative team that aims to transform Wealth Advice by simplifying and ultimately changing the way we work. We focus on championing the client, colleague advisor experience through intake, assessment, prioritization, delivery, and closed loop feedback producing strategic and pragmatic solutions to enable business growth.
Reporting to the Manager, Strategic Initiatives, the Associate Manager will be primarily responsible for partnering with Senior Advice Leaders, PWM colleagues, Wealth Finance, and other key stakeholders to facilitate the development and execution of the business strategy for the Wealth Advice businesses. We are seeking a strategic thought leader to fill the role of Associate Manager, Strategic Initiatives. This role requires an individual who can problem solve, show strong judgment, and execute, driving positive change through critical thinking, innovation, and financial management. This role will support a key strategic pillar in Wealth Advice which is focused on building and scaling P&L discipline across the business. The role focuses on driving financial discipline in Wealth Advice through several key activities:

• Maximizing business profitability/shareholder value:

• Identifying revenue and expense levers within the business
• Ensuring all in-flight and new initiatives in Wealth Advice are driving positive P&L impact and adding shareholder value
• Partnering with National Office & Wealth Shared Services partners to track activities driving Productivity & Revenue Optimization
• Partner with Finance partners to manage P&L impact of tracked activities
• Report progress of tracked activities to Senior Advice Leadership

• Business Planning & Reporting:

• Support in building the 5-year aspirational growth model for Wealth Advice
• Represent the business when partnering with Wealth Finance on financial reporting activities including but not limited to quarterly forecasting, yearly business plan & medium-term outlook (MTO)
• Partner with Advice line of businesses to analyze and provide insights on their growth opportunities and efficient ways to scale their business

• Other key accountabilities including but not limited to:

• Promoting financial fundamentals across National Office \xe2\x80\x93 Support National Office partners in building better business cases and telling the full strategic story (client/colleague/shareholder)
• Workforce Management \xe2\x80\x93 Provides business and performance reporting to enable effective business and workforce planning as well as executive decision support. Act as financial management liaison between the function and Finance, or business case development / tracking.
• Facilitate key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.)

• Work effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing and aligning others as needed

Requirements

• You Get Things Done
  • You anchor yourself in the colleague/client experience and financial fundamentals \xe2\x80\x93 championing all in your approach and solutions
  • Self-starter, with the ability to deal with ambiguity and develop strategic solutions from the ground up.
  • Advanced ability to influence executives and manage relationships for successful outcomes.
  • Must be able to break down abstract concepts into understandable chucks for the intended audience.
• You Build Strong Partnerships
  • Relationship builder with a proven ability to partner, build confidence and influence multiple stakeholders at all levels across the organization.
  • Strong communicator, with the ability to synthesize complex analysis, findings and recommendations and drive action.
  • Proven ability to partner well with others in the organization.
  • A proven collaborative approach to problem solving, decision-making and communication.
  • Must be able to interact and gain consensus across different stakeholders.
  • You\xe2\x80\x99re a great team player \xe2\x80\x93 you invest in your team\xe2\x80\x99s success through encouraging and supporting your colleagues
• You\xe2\x80\x99re Flexible
  • Time management and organization skills\xcd\xbe ability to effectively manage numerous and varied initiatives and projects.
  • Flexibility to quickly adapt to changing and ambiguous initiatives or requirements and ability to work collaboratively across functions
  • Creative thinker that can conceptualize ideas that align to a strategic vision and practical solutions
• Knowledge and Qualifications
  • Knowledge of the Wealth Advice businesses would be an Asset
  • Proven proficiency with MS Office products especially Excel and PowerPoint
  • Undergraduate Degree in Business Administration, Finance or Commerce. CFA Program Candidacy would be an asset.

Hours
37.5 Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.