Business Analysis Specialist (TD Wealth - Post Trading Department)

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:

Oversee and will lead requirements management throughout the lifecycle of high risk strategic complex initiatives requiring a cohesive approach to broad business solutions with full traceability to realize initiative benefits.

Role Overview:

We are seeking a highly motivated and detail-orientedBusiness Analysis Specialist to join the Registered Plans team within TD Wealth. This role will directly support Product Owner in managing and delivering initiatives across a portfolio of Canadian registered products such as RESP RDSP TFSA and RIF etc.

You will play a critical role in enabling regulatory compliance driving platform enhancements and supporting strategic initiatives.

Key Responsibilities:

• Collaborate with the Product Owner to define and refine business requirements for Registered Plans initiatives.
• Conduct impact assessments and gap analysis for regulatory changes (e.g. ESDC Bill 64 CIRO).
• Translate business needs into clear actionable user stories and acceptance criteria.
• Support backlog grooming sprint planning and cross-functional coordination with vendors (e.g. CGI Plan Admin SIS).
• Liaise with Compliance Legal and Governance teams to ensure alignment on product changes.
• Maintain documentation and support audit readiness for remediation efforts.
• Act as the primary Business Analyst and Subject Matter Expert for all Registered Plans initiatives.
• Lead requirements gathering documentation and validation for regulatory remediation efforts.
• Analyze and document current and future state business processes and system interactions.
• Translate business requirements into functional and non-functional specifications for development and QA teams.
• Serve as the single point of contact for multiple Wealth operations teams and external vendors.
• Manage vendor release cycles and ensure platform needs are addressed from a Registered Plans perspective.
• Support strategic initiatives impacting Registered Plans.
• Contribute to testing UAT coordination defect triage and production readiness activities.

Qualifications:

• Undergraduate degree

• Business Analysis Accreditation

• 7 years of experience in business analysis preferably in financial services or wealth management.
• Strong understanding of registered investment products and regulatory frameworks.
• Experience working with vendor-managed platforms (e.g. CGI Plan Admin SIS).
• Proven ability to manage multiple stakeholders and competing priorities.
• Proven experience working in Agile environments and using tools like JIRA and Confluence.
• Excellent communication stakeholder management documentation and problem-solving skills.
• Ability to work independently and manage competing priorities in a fast-paced environment.

Hybrid 2 days a week in the office

Additional information

• Lead analyze document and manage requirements with stakeholders by applying a variety of techniques to probe elicit challenge understand and gain consensus on requirements.
• Identify document and validate current state processes and support stakeholders to design the desired future state; provide recommendations and/or direction based on the end-to-end customer experience when making decisions.
• Oversees provide support and input to business requirements delivery and monitor/assess/mitigate requirements-related risks ensure quality outputs and track progress
• Ensure business processes/systems impacted by requirements are analyzed and the acceptance criteria clearly demonstrates the changes to business process/systems to meet customer needs.
• Work with Change Management to assess and ensure that customer and employee experience / stakeholder impacts are appropriately identified and managed
• Manage and oversee the traceability of business requirements.
• Leverage specialized domain product and systems knowledge to have a thorough understanding of the business product and vision; provide business/product subject matter expertise as well as recognize and drive the focus toward business value.
• Promote innovation by applying subject matter expertise to generate forward-thinking ideas as well as critical thinking to find opportunities for improvement.
• Ensure timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution.
• Ensure work meets associated regulatory and framework controls standards and best practices.
• Support team in managing and building positive relationships with partners and key stakeholders
• Effectively communicate with stakeholders to ensure alignment to delivery framework and objectives.
• Apply analytical skills to effectively understand business problems impacted stakeholders and proposed solutions to ensure alignment to TDs risk appetite. Identify document and actively manage material risks and issues escalating to appropriate leadership when necessary to ensure the timely and unimpeded progress of work.
• Promptly manage concerns from stakeholders and ensure timely and effective problem resolution.
• Support change management planning and activities including those that ensure operational readiness.
• Support implementation and post-implementation planning and activities.
• Support Request for Information (RFI) or Request for Proposal (RFP) planning and activities when required.
• Provides support/oversight and guidance in the delivery of requirements with focus on quality reusability scalability and innovation.
• Adhere to the TD Code of Conduct.
• Participate fully as a member of the team support a positive work environment that promotes service to the business quality innovation and teamwork and ensure timely communication of issues/ points of interest.
• Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business related tools and techniques.
• Participate in personal performance management and development activities including cross training within own team.
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
• Contribute to team development of skills and capabilities through mentorship of others by sharing knowledge and experiences and leveraging best practices.
• Lead motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair positive and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for your business area/function and the bank both internally and/or externally.
• Advanced knowledge of business analysis and delivery execution practices and standards
• Advanced understanding and acts as a conduit for business and user interaction with technology
• Provides leadership guidance makes recommendations and collaborates with business and technology to ensure the technology solution meets the business needs
• Provides advisory support and guidance and oversees requirements management
• Identifies and leads problem resolution for complex requirements related issues
• Works autonomously as the lead business analyst and coaches and guides members within area of expertise
• May Lead requirements management for high risk strategic initiatives

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 deliver legendary customer experiences to 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 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 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 youve 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 were here to support you towards your goals. As an organization we keep growing and so will you.

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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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):