Finance Manager, TD Wealth Financial Planning

Work Location:

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:

Department Overview

The Wealth Management Finance department is accountable for the major financial functions of TDs wealth management business providing business planning financial analysis measurement and decision support services. The Wealth Management Finance team works closely with the business and TDs centralized financial expertise to provide quality expertise and advice to their Wealth Management clients consistent with overall TD financial strategy and objectives. As part of TD Wealth Finance the FP Finance team provides dedicated finance support to the Financial Planning business

Job Description

Reporting to the Senior Group Manager TD Wealth Direct Investing and Financial Planning Finance this role will support all aspects of Forecast/Plan/MTO and strategic decision making for the FP business.

This role will be responsible for supporting the FP business through financial leadership and ensuring that balance growth and profitability strategies are planned and achieved. The successful candidate must have strong financial acumen and a good understanding of accounting principles. Familiarity with TDs financial systems is an asset as is experience in the Wealth Management industry.

Specific responsibilities include:

• Lead the quarterly forecasting annual planning business casing and medium-term outlooks in support of TD FP while also finding opportunities to enhance surrounding processes

• Oversee completion of the monthly reporting packages and design value-added management reporting to provide insightful interpretation of key business drivers underlying the business results highlight key issues and make appropriate recommendations where required

• Production and presentation of executive-level material to CFO Wealth and VPs/EVP and responding to specific questions

• Conduct insightful driver-based analysis of the FP business revenues expenses including FTE

• Provide support to business leaders in developing strategic priorities and defining long-term business objectives while effectively communicating relevant and meaningful recommendations on a range of finance management issues or related operational processes

• Coordinate with various stakeholders across product strategy business development contact centre and marketing to collect analyze and compile forecast / budget information

• Take an active role in providing financial inputs and reviewing business cases and strategic initiatives as part of the Wealth Management project governance process

• Effectively communicate relevant and meaningful recommendations on a range of finance management issues or related operational processes

• Act as subject matter expert for own area. Provide guidance advice and recommendations to support dealings with internal and external partners

• Active participation in Finance initiatives and pan-Wealth projects (where appropriate)

• Ad-hoc work related to the Direct Investing business may be required to support the broader team

Job Requirements

• Built a brand for themselves as a relationship builder change initiator and team player

• The successful candidate will have demonstrated strong commitment initiative and drive to continuously exceed expectations and lead change

• Ability to work with a high degree of autonomy with a strong work ethic and ability to work independently

• Highly organized with experience managing tight deadlines with ability to multi-task in a fast-paced environment

• Strong analytical skills with the ability to work in detail but also step back and take a big picture perspective to synthesize issues and present concise concepts and solutions

• Strong leadership and communication skills (both written and verbal) with proven ability act as a respectful challenger to provide alternate points of view and/or facilitate decision making

• Proven track record of providing value added Finance support through initiative and creativity

• Strong inter-personal skills including strong relationship-building skills to work effectively in a team environment

• Ability to proactively follow through on identified issues and work toward resolution

• Strong working knowledge of MS Excel MS Word MS Power Point MS Outlook and MS Copilot

• Knowledge of EPM Hyperion MS Power BI and Tableau would be an asset

Education and Accreditation

• University/College education with a focus on Finance Accounting Commerce or Business

• Accounting or financial designation (CPA/CFA) would be an asset

• 7 years of relevant experience in Finance

Other

• Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line.

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):