Senior Business Analyst, Reporting and Insights, Financial Planning National Office

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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:

Department Overview

The Financial Planning Strategy and Solutions team is responsible for defining and executing against the 5-year strategy and growth aspirations of the TD Wealth Financial Planning business. The team provides central strategy & support for over 1000 Financial Planners located both in TDs branches and over the phone delivering:

• 5-year vision and leadership of key strategic initiatives for TD Wealth Financial Planning

• Programs and initiatives to drive acquisition client retention sales effectiveness and legendary client experiences

• Best-in-class centralized sales support for Financial Planners through a team of 200 licensed Financial Planning Associates

• Thought leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients

• Rapid growth of TDs emerging phone based Financial Planning offering

Job Description

The Senior Business Analyst is accountable for the day-to-day support of key business reporting in the Financial Planning Business Insights and Reporting team and will drive operational efficiencies for the business. This is a key role within the FP Strategy and Solutions team.

Working collaboratively with the FP leadership team Wealth Shared Services Wealth Segment Strategy and TD enterprise partners responsibilities include but are not limited to:

• Ownership of monthly Net Asset Growth (NAG) Goaling process and assisting with the annual target setting for NAG Goals and Retail Volume.

• Act as point of contact for NAG Goal inquiries from regional sales leaders.

• Assist in the delivery and update of monthly reports for business leader consumption.

• Develop and deliver ad-hoc analysis to support emerging business strategies and initiatives.

• Generate insights and identify opportunities to help drive business growth or address business/enterprise needs.

• Build and manage relationships with partners and stakeholders to develop prioritize and champion FP Reporting and Insights team reporting requirements.

• Work closely with business partners to gain deep understanding of the business and relevant objectives to contribute to the strategic direction of the business.

• Interpret and present data using visualization to illustrate business insights.

• Develop substantial and insightful commentary/insights on new and existing reporting packages.

• Educate train and build awareness with business partners on how to interpret data and analytics to drive decision making that will move the business forward.

Key Skills and Competencies

• Advanced analytical and problem-solving skills with proficiency in Excel and PowerPoint; Alteryx experience is an asset.

• Strong communication skills (both written and verbal) with the ability to synthesize complex analysis findings and recommendations and package key messages for senior executives.

• Strong relationship builder with a proven ability to partner build confidence and influence multiple stakeholders at all levels across the organization.

• High attention to detail and comfortable working with large data sets.

• Customer focused with a strong understanding of customer needs and experiences across all channels.

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):