Junior
Business Management Analyst III, TD Wealth Advice Solutions & Enablement
Work Location: Toronto, Ontario, Canada
Hours: 37.5
Line of Business: Business Management, Strategy & Support
Pay Details: $69,700 - $98,400 CAD
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 candidate's 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: Part of the TD Bank Group, TD Wealth Private Wealth Management provides a comprehensive range of wealth management services to high-net-worth (investable assets of at least $750,000) individuals, families, and organizations with wide-ranging often-complex needs. Based on our commitment to discovering and achieving what truly matters to each client, TD Wealth Private Wealth Management leverages a distinctive discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs and that is based on TD's principles of transparency and trust. As part of our commitment to One TD, our team members collaborate closely with each other to deliver both the full spectrum of TD Wealth Private Wealth Management services – from private banking services, and estate and trust planning, to philanthropy, business succession and tax planning – and the best of the Bank to our clients.
Job Description: Managed Solutions are a critical tool in advancing TD Wealth's growth goals and strategies for Investment Management. Reporting to the Senior Manager, Managed Solutions, the Platform Specialist, Managed Solutions, will work alongside a team of professionals within Wealth Advice Solutions & Enablement to deliver investment management platform support and implementation guidance to Investment Advisors and Portfolio Managers at TD Private Wealth Management. Specifically, the Platform Specialist will be accountable for the following:
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Act as a trusted partner and platform/process expert, delivering personalized application support, pro-active guidance, coaching, and sharing implementation best-practices to TD Wealth Investment Advisors, Portfolio Managers, and their teams
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Resolve inbound product/platform inquiries from front office users, referring matters and escalating complex issues to business and technology partners as required
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Develop and facilitate presentations and training sessions to advisor teams, acting as a subject matter expert for investment management platforms and programs, and assist in skill and knowledge development for new hires and competitive recruits
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Maintain expert knowledge of TD Wealth's investment management programs and platforms, and assist in development of and updates to advisor-facing procedures, tool guides, user-guides, and other reference material
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Act as an important first-line of support for investment management platform users and play an important role in collection and prioritization of customer and colleague feedback and irritants
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Contribute to investment management platform roadmap development by actively sharing insights and recommendations that drive platform enhancements, address defects, and strengthen advisor and client experience, and operational productivity
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Support platform testing, validation, and documentation ahead of new releases/upgrades in partnership with partners in Business Architecture, Technology, Change Management, etc.
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Participate fully and actively as a member of the Managed Solutions team and contribute to a high-performing, inclusive, and caring team culture and working environment
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The selected candidate will also be required to work on ad hoc and non-routine projects and tasks as they arise
Job Requirements/Skills Education/Accreditations:
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University/college degree; Finance, business, or related discipline preferred
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Financial or securities designations (CIM, CFA, CSC, CPH, etc.) considered an asset
Other Qualifications/Skills/Experience: The successful candidate must have:
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Minimum 2-3 years of relevant wealth or investment industry experience
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Strong financial acumen and understanding of investment products, fee-based programs, portfolio management and modelling concepts, and discretionary and non-discretionary investment management practices
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Experience working with Wealth 360, and familiarity with other investment management and wealth technology applications including Croesus, Kyndryl, etc.
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Strong attention to detail and ability to quickly identify issues, triage inquiries, understand root cause, and propose solutions or workarounds
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Excellent interpersonal and communication skills (both written and verbal) and ability to simplify and discuss complex concepts
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Highly organized and process-oriented, with a strong ability to prioritize work efforts and ensure deadlines are met
Who We Are: TD is one of the world's 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 95,000 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: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 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.
If you’re 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.
We're 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 you’ve got everything you need to succeed in your new role.
Interview Process We’ll 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 you’d 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): Sans Objet
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