Senior Manager, Wealth Strategy

Toronto, ON, Canada

Job Description


Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\'ll always have access to the TD community and experience our culture of care.

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. 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 a customer obsessed organization, and we are 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.

Department Overview

The Wealth Management Strategy team provides the Group Head and the Operating Committee pan-wealth strategic thought leadership and decision support by:

  • Leading on-going strategic planning
  • Identifying and framing growth opportunities including cross-business synergies
  • Being the forward conscious of the business
  • Better contextualizing the competitive landscape
  • Influencing and managing stakeholders internally and externally to deliver results
Job Requirements
  • MBA or other Masters level degree preferred
  • CPA and/or CFA qualification would be an asset
  • 10+ years of business or strategy experience
  • Direct Wealth industry experience would be an asset
  • Knowledge of wealth/asset management industry would be an asset
  • Knowledge of financial modelling tools and techniques and/or statistical method
  • Comfort in leading multiple tasks and working to meet tight timelines
  • Good understanding of the Bank\'s financial drivers and structure
Skills
  • Strong analytically-anchored problem-solving skills, with a solid background working with data, conducting analysis, interpreting results and writing reports/presentations
  • Superior communication skills, both verbal and written
  • Conceptual and strategic thinker
  • Ability to interact effectively with senior leaders across the enterprise demonstrating superior judgement
  • Tactical thinker and leader with respect to solution development and implementation
  • Ability to work with pace and manage multiple time-sensitive and competing priorities
Hours

37.5

Job Details

The Senior Manager of Wealth Strategy is a key leadership and a highly visible position accountable for pan-wealth business strategy development, supporting potential business ventures, and informing on-going projects through a deep understanding of competitive trends and practices to sustain the business\' competitive advantage.

Furthermore, the role:
  • Provides strategic advice to the Operating Committee through thought leadership, effective analysis and articulation of the pan-wealth strategy
  • Leads the annual strategy planning process and analytical assessments to inform the process with appropriate recommendations
  • Informs business investments prioritization that will position the business for future growth
  • Provides forward-thinking insights related to potential changes and disruption impacting value proposition across the business
  • Lead research and financial analysis on companies and industry trends, leveraging both internal and external sources of information
  • Interpret results, generate insights, and prepare presentation to effectively distill complex concepts into clear findings and recommendations for senior executives
  • Establishes relationships and collaborates with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities
  • Represents the team both internally across the organization and externally
  • Successfully leads multi-dimensional and large team-based projects
  • Mentors and develops manager-level staff
Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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!

Additional Information

#Li

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

General

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD2247414
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned