Copilot Adoption SME – Workflow Enablement (Finance)

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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:

Position Overview

The Copilot Activation team is seeking a Copilot Adoption SME to embed within Finance teams and redesign workflows using Copilot.

This role is hands-on and focused on building Copilot-enabled workflows prompts and AI patterns directly within real business processes.

The SME will work side-by-side with users to embed Copilot into day-to-day operations and drive sustainable behavior change through delivery.

Key Responsibilities

Copilot Workflow Design & Build

• Design and deploy Copilot-enabled workflows across finance processes

• Develop and maintain prompt libraries tied to real workflows

• Build repeatable patterns and integrate with tools such as Excel Teams and Power Platform

Process Redesign

• Analyze current-state workflows and identify automation opportunities

• Redesign processes end-to-end leveraging Copilot

• Reduce manual effort improve handoffs and increase throughput

Embedded Enablement

• Work directly with users in live environments using real data

• Support labs clinics and in-the-flow coaching

• Build user confidence through hands-on delivery

Innovation & Scaling

• Identify new Copilot use cases beyond initial scope

• Prototype and test Copilot solutions

• Document reusable assets and contribute to knowledge base

Success Measures

• Number of Copilot-enabled workflows deployed

• Percentage of users able to operate independently post-POD

• Reduction in manual effort and process cycle time

• Adoption and usage of prompt libraries

• Stakeholder satisfaction and usability of redesigned workflows

Qualifications

Education and Experience

• Undergraduate degree

• 3 years in Finance Accounting or Operations

• Experience in finance processes such as reconciliations close or reporting

Technical & AI Skills

• Hands-on experience with Microsoft Copilot

• Advanced Excel skills and familiarity with Power Platform

• Strong understanding of workflow design and automation concepts

Capabilities

• Strong analytical and problem-solving skills

• Ability to work directly with business users

• Curiosity and experimentation mindset with AI tools

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):