Associate, FP Programs & Solutions

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Hours:

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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:

The Financial Planning (FP) National Office (NO) 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 the Financial Planning and the Financial Planning Direct businesses:

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

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

• Own business design of compensation strategic initiatives and product roadmap

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

Job Description

The Associate FP Strategic Program Management is responsible for supporting various initiatives focused on enhancing client engagement facilitating acquisition efforts and improving planner practices.

Key programs to be supported are focused on:

• Promoting growth through the development and implementation of initiatives and campaigns designed to increase NAG

• Strengthening client relationships by introducing additional bank offerings (such as insurance credit or various account types)

• Managing risk by ensuring that all key programs comply with requirements established by control partners

• Assisting Elite planners by overseeing existing Elite programs and supporting the creation of new ones with an emphasis on achieving self-sourced outcomes

Primary responsibilities for this role include:

• Collecting insights to inform program development and developing subject matter expertise

• Monitoring and evaluating the effectiveness of key programs using data and analytics to determine whether strategic objectives are met

• Collaborating with partners and contributors across the organization to ensure alignment on key programs

• Preparing communications presentations and tools to explain and highlight key programs and contribute to desired outcomes

• Overseeing shared mailboxes serving as the initial point of contact for questions and submissions related to key programs

• Serving as the subject matter expert on key programs and coordinating with field teams and advisory councils as necessary

Job Requirements

• Knowledge of financial products and services and experience in the Financial Planning and Wealth Management sectors

• Background in managing leading and reporting on complex projects with multiple stakeholders

• Strong analytical problem-solving abilities including experience with data analysis interpretation and preparing reports or presentations

• Proficient communication skills with the ability to develop materials for planners and leaders

• Experience collaborating and influencing stakeholders at various organizational levels

• Ability to take initiative manage ambiguity and establish teams processes and governance frameworks

• Commercial awareness and understanding of how TD generates value

• A post-secondary degree is required; additional industry certifications are considered assets

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):