Business Analyst, Strategic Initiatives

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Hours:

Line of Business:

Pay Details:

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 candidates 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:

TD Direct Investing provides self-directed investors with access to the tools resources education and support to confidently manage their wealth. Clients can access TD Direct Investing services through a variety of channels including our industry-leading online and mobile platforms licensed representatives available by phone Monday to Friday 7 a.m. to 10 p.m. ET and support at TD branches across Canada.

Reporting to the Senior Manager DI Education Delivery & Strategic Initiatives the Analyst Strategic Initiatives will support the planning coordination execution and measurement of strategic initiatives across HNW Franchising & Support Community Activations Client Education Delivery and other assigned business priorities.

KEY ACCOUNTABILITIES

CUSTOMER

• Provide research evaluation operational reporting and analytical support in a timely manner.
• Develop and maintain business metrics performance reporting scorecards and business insights to support decision-making.
• Conduct ongoing analysis evaluation and review of business performance processes and strategic initiatives.
• Support the development of presentations communications and executive reporting.
• Coordinate meetings working groups events and stakeholder engagement activities.
• Support strategic initiatives that deepen HNW client relationships strengthen franchise performance and improve business outcomes.
• Support community activation and financial literacy initiatives through event coordination vendor management budget tracking and post-event reporting.
• Analyze program and business performance data including workshop attendance financial literacy session results community activation outcomes and stakeholder feedback to identify trends generate insights and support data-driven decision-making.
• Translate data and performance metrics into meaningful stories recommendations and executive-ready reporting that informs strategy demonstrates impact and supports future planning.
• Partner with stakeholders across Wealth Direct Investing Marketing Analytics Risk Compliance and other business groups to support initiative execution.

SHAREHOLDER

• Support the HNW performance ecosystem through reporting scorecards business insights governance activities controls management and performance monitoring.
• Contribute to operational activities including reporting process documentation tracking analysis onboarding invoice processing and procedural support.
• Support governance compliance and risk management activities including the maintenance of operating procedures controls and management handbooks.
• Identify opportunities to improve processes strengthen controls and enhance operational effectiveness.
• Remain informed of emerging issues industry trends and business developments.
• Adhere to enterprise frameworks and methodologies related to business management activities.

EMPLOYEE / TEAM

• Continuously enhance knowledge and expertise within assigned business areas.
• Prioritize and manage workload to deliver quality results and meet assigned timelines.
• Support a positive work environment that promotes service innovation teamwork and accountability.
• Establish effective relationships across business technology and project teams.
• Participate in knowledge transfer and information sharing within the team.
• Identify opportunities to improve productivity effectiveness and operational efficiency.

BREADTH & DEPTH

• Provide specialized analysis non-standard reporting scorecard support and operational support.
• Support strategic initiatives across HNW Franchising & Support and Community Activations.
• Provide guidance and assistance to internal partners on a broad range of business processes.
• Independently deliver assigned initiatives with direction from management.
• Carry out work with moderate complexity requiring short- to medium-term focus.
• Flexibility to travel and support community events activations educational engagements and business meetings as required.
• Availability to work occasional evenings and weekends to support activations events and business initiatives.

EXPERIENCE & EDUCATION

• Undergraduate degree.
• 2-3 years relevant experience.
• Demonstrated ability to analyze data identify trends and translate insights into actionable recommendations and compelling business narratives.
• Experience preparing reporting business insights and presentations that support strategic decision-making is considered an asset.
• Strong analytical and problem-solving skills.
• Strong PowerPoint and Excel skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and stakeholder relationships in a fast-paced environment.
• Knowledge of Wealth Management Direct Investing community engagement or financial services is considered an asset.

Who We Are:

TD is one of the worlds 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 95000 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 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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):