Work

Location:
Toronto, Ontario, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $96,900
- $136,800 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

Private Wealth Management (PWM) provides high-net-worth and ultra-high-net-worth client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM brings a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client’s unique needs. Team members collaborate closely to deliver the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services. The Business Integration team supports PWM leadership by connecting business performance management, strategic planning and priority initiatives across PWM. The team works closely with PWM lines of business, Finance, Wealth National Office and enterprise partners to strengthen decision support,



enable coordinated execution and advance business priorities.

Accountabilities

Business Performance & P&L; Management

Drive recurring PWM business performance and P&L; reviews, translating results into key insights, risks, opportunities and actions. Partner with Finance and PWM lines of business to develop business assumptions, quantitative analysis and scenarios that inform outlooks, forecasts and planning. Identify and track revenue, expense and broader business performance opportunities and risks, and recommend actions to management. Develop proactive insights into underlying business drivers, financial results and emerging trends across PWM. Establish effective P&L; management processes, reporting and partner cadences to improve consistency, transparency and decision support. Support discretionary expense planning and management, including assessment of emerging pressures, trade-offs and opportunities. Support business cases and investment analysis, including financial assessment, scenario analysis and validation of expected benefits. Leverage AI and analytical tools to assess business trends from results, identify emerging themes and surface actionable risks and opportunities.

Strategic Initiatives & Decision Support

Lead or support the analysis, planning and execution of priority PWM strategic initiatives and emerging leadership priorities.



Conduct strategic and quantitative analysis on emerging opportunities and develop clear recommendations for leadership. Support the development of business cases for strategic initiatives, including strategic rationale, key assumptions, expected outcomes and implementation considerations. Establish fit-for-purpose performance measures and track initiative outcomes against approved objectives and expected benefits. Coordinate planning and execution across PWM businesses and enterprise partners, including key dependencies, risks, milestones and decision points. Identify emerging issues and opportunities, synthesize implications and recommend actions to advance strategic priorities. Prepare executive-level recommendations, presentations and decision materials that are concise, evidence-based and aligned with business strategy.

Required Education and/or Accreditation

Undergraduate degree in Business, Commerce, Finance, Economics or a related discipline would be an asset. 7+ years of relevant experience in business management, financial planning and analysis, strategy, product management, consulting or a related field. Experience in Private Wealth Management, Wealth, Banking or another financial-services business would be an asset.

Required Capabilities

Strong financial and business acumen, with demonstrated ability to interpret P&L; results and connect financial outcomes to underlying business drivers. High degree of comfort with financial models, quantitative analysis, business assumptions and scenario planning. Solid analytical and problem-solving skills, with the ability to quickly absorb complex financial and non-financial information, identify key issues and develop actionable recommendations. Proven

📌 Manager, Business Management (Toronto)
🏢 TD Bank Group
📍 Toronto