Strategy & Planning Specialist

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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:

The Strategy & Planning Specialist is a high-impact individual contributor embedded within PCAs Strategy & Planning function. This role serves as the analytical and strategic backbone for the channel synthesizing insights from across the organization to support executive decision-making on PCAs growth profitability and client experience agenda.

A critical dimension of this role is its partnership model. Rather than owning performance management directly the Specialist works in close collaboration with PCAs Performance Management function as well as key enterprise partners in data analytics finance product pricing and underwriting to ensure strategic plans are grounded in rigorous data and commercially sound assumptions. The Specialist connects these inputs into cohesive channel strategy and translates them into executive-grade communications and roadmaps.

This role requires an unusual blend of quantitative literacy strategic thinking and relationship-buildingsomeone who can navigate a complex partner ecosystem extract the right insight from the right team and synthesize it all into a clear compelling and actionable strategic picture for PCAs leadership.

• Lead the ongoing development and refinement of PCAs channel end-to-end strategy covering growth retention client experience and bank reciprocal value generation
• Manage and evolve the 24-month rolling execution roadmap ensuring strategic priorities are sequenced owned and tracked against milestones
• Support the annual planning cycle including strategic refresh initiative prioritization capacity planning and budget alignment
• Conduct strategic assessments across PCAs six functional areas: new business account management appraisal services employee enablement strategy & planning and performance & operational excellence
• Model and evaluate go-to-market scenarios including AMG integration pathways affinity channel expansion and new client segment acquisition strategies

• Serve as the primary strategy liaison to PCAs core enterprise partnersdata analytics finance product pricing and underwritingensuring their insights are integrated into PCAs strategic plans and business cases
• Work closely with the Performance Management function to align on channel KPIs interpret performance variances and ensure strategic recommendations are grounded in current channel performance data
• Partner with data analytics to access validate and synthesize the quantitative inputs required for strategic modelling segmentation analysis and initiative impact projections
• Engage finance and underwriting partners to stress-test assumptions in business cases validate GWP projections and ensure COR and profitability implications are accurately modelled
• Collaborate with product and pricing teams to incorporate market signals competitive intelligence and portfolio dynamics into PCAs strategic planning cycle
• Build and maintain trusted working relationships across partner functions operating with credibility and influence in environments where formal authority is limited

• In partnership with the Performance Management team interpret trends in GWP COR NIAT LEI RRC client retention and LEI to surface strategic risks and opportunities
• Develop and deliver strategic narratives that translate performance data into actionable channel-level recommendations for senior leadership
• Conduct competitive intelligence and market research relevant to the HNW personal lines segment in Canada
• Support the design and maintenance of PCAs north star metrics framework in collaboration with Performance Management and data analytics partners
• Maintain PCAs prioritization matrix ensuring initiatives are evaluated against profitability impact strategic fit feasibility and timeline

• Prepare high-quality materials for senior and executive audiencesstrategy reviews board updates business case presentations and QBRs
• Serve as a thought partner to PCAs senior leadership team proactively identifying strategic risks and emerging opportunities
• Coordinate cross-functional strategic initiatives and ensure alignment with bank-level enterprise priorities
• Support the channels governance model including initiative tracking decision logs and OKR alignment

• 58 years of experience in strategy business planning or management consulting ideally within financial services or insurance
• Demonstrated experience working across multiple functional partners (finance analytics product pricing) to build integrated strategic recommendations
• Strong command of P&C insurance economics including GWP COR NIAT loss ratio and profitability levers
• Advanced analytical literacy; ability to engage credibly with data analytics and finance teams interpret model outputs and translate quantitative findings into strategic narrative
• Exceptional written and verbal communication skills; ability to synthesize complex multi-source information into compelling executive materials
• Proven ability to influence without direct authority across a complex matrixed partner ecosystem
• Undergraduate degree in Business Finance Economics or a related field

• Experience in high-net-worth or affluent client segments within personal lines property and casualty insurance
• Familiarity with bank-owned insurance distribution models and affinity channel dynamics
• Knowledge of AMG structures and integration strategy within bancassurance environments
• MBA or professional designation (CIP FCIP CFA or equivalent)
• Experience working within a subsidiary of a major Canadian bank or financial institution

Who We Are:

As part of TD Bank Group one of Canadas largest financial institutions at TD Insurance we care for Canadian families making it easy to get the best advice protection and support in their moments of need always.

TD Insurance offers a wide range of products including General Insurance and Life and Health. Everyday we strive to make every interaction product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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):