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Job Description:
The Wealth Management Strategy team provides the Group Head and the Operating Committee pan-wealth strategic thought leadership and decision support by:
Leading on-going strategic planning
Identifying and framing growth opportunities including cross-business synergies
Being the forward conscious of the business
Better contextualizing the competitive landscape
Influencing and managing stakeholders internally and externally to deliver results
Job Description
Furthermore, the role:
Provides strategic advice to the Operating Committee through thought leadership, effective analysis and articulation of the pan-wealth strategy
Leads the annual strategy planning process and analytical assessments to inform the process with appropriate recommendations
Informs business investments prioritization that will position the business for future growth
Provides forward-thinking insights related to potential changes and disruption impacting value proposition across the business
Lead research and financial analysis on companies and industry trends, leveraging both internal and external sources of information
Interpret results, generate insights, and prepare presentation to effectively distill complex concepts into clear findings and recommendations for senior executives
Establishes relationships and collaborates with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities
Represents the team both internally across the organization and externally
Successfully leads multi-dimensional and large team-based projects
Mentors and develops manager-level staff
Job Requirements
MBA or other Masters level degree preferred
CPA and/or CFA qualification would be an asset
10+ years of business or strategy experience
Direct Wealth industry experience would be an asset
Knowledge of wealth/asset management industry would be an asset
Knowledge of financial modelling tools and techniques and/or statistical method
Comfort in leading multiple tasks and working to meet tight timelines
Good understanding of the Bank’s financial drivers and structure
Stronganalytically-anchoredproblem-solving skills, with a solid background working with data, conducting analysis, interpreting results and writingreports/presentations
Superior communication skills, both verbal and written
Conceptual and strategic thinker
Ability to interact effectively with senior leaders across the enterprise demonstrating superior judgement
Tactical thinker and leader with respect to solution development and implementation
Ability to work with pace and manage multiple time-sensitive and competing priorities
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.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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