Analyst, Solutions Implementation

TD; Toronto; On-site; CAD 70,000 - 98,000; Full time

Job summary

TD Wealth in Toronto, Ontario, is seeking an Analyst, Solutions Implementation to translate business priorities into practical analysis, reporting, documentation, and project support that advance product, platform, pricing, and investment management priorities.

The role requires 2–3 years in wealth management or financial services, strong Excel and PowerPoint skills, and the ability to communicate complex information clearly to leadership and clients.

Qualifications

• 2 to 3 years of relevant experience in wealth management or financial services.
• Strong analytical and problem-solving skills with the ability to structure ambiguous business problems.
• Advanced Microsoft Excel proficiency with data manipulation, analysis, validation, and reporting.
• Strong PowerPoint skills for clear, polished materials for leadership audiences.
• Excellent written and verbal communication, with ability to tailor messages for stakeholders.
• Highly organized and detail-oriented in a fast-moving environment.

Responsibilities

• Support managed solutions, product and pricing initiatives by coordinating project activities, preparing analysis, documenting requirements, and moving priorities from concept to implementation.
• Conduct business analysis across managed platforms, programs, product solutions, pricing models, advisor workflows, operational processes, and client/advisor experience considerations.
• Build and maintain data analysis, dashboards, reports, and tracking tools to inform business decisions and monitor progress against priorities.
• Develop clear presentation decks, briefing materials, and business updates for internal partners and leaders.
• Support development and maintenance of materials related to managed solutions and pricing, including guides, documentation, and governance materials.
• Collaborate with product, pricing, technology, operations, and field enablement teams to gather inputs and align execution.

Skills

Analytical skills

Excel proficiency

PowerPoint proficiency

Communication skills

Multi-stakeholder coordination

Education

Undergraduate degree in business/finance

Tools

Excel

Power BI

Job description

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:

Role Overview

The Solutions Implementation team helps shape and support TD Wealth's investment management ecosystem across product strategy, pricing, platform capabilities, analytics, and advisor enablement. The team works across the business to evolve investment management programs, product solutions, pricing capabilities, and advisor tools that support business performance and better outcomes for clients and advisors.

The Analyst, Solutions Implementation will help turn business priorities into practical analysis, reporting, documentation, project support, and decision-ready materials that advance TD Wealth's product, platform, pricing, and investment management priorities.

Key Accountabilities

• Support managed solutions, product and services, and pricing initiatives by coordinating project activities, preparing analysis, documenting requirements, and helping move priorities from concept to implementation.


• Conduct business analysis across managed platforms, programs, product solutions, pricing models, advisor workflows, operational processes, and client and advisor experience considerations to identify insights, risks, gaps, and improvement opportunities.


• Build and maintain high-quality data analysis, dashboards, reports, and tracking tools to inform business decisions and monitor progress against key priorities.


• Develop clear presentation decks, briefing materials, and business updates for internal partners, leaders, and client-facing audiences, ensuring complex information is communicated in a simple and practical way.


• Support the development and maintenance of materials related to managed solutions and pricing, including internal guides, product and platform documentation, advisor and client-facing resources, and governance-related documentation.


• Partner with product, pricing, technology, operations, portfolio management, practice management, and field enablement teams to gather inputs, coordinate deliverables, clarify open questions, and support aligned execution across stakeholders.


• Research market, industry, competitive, and internal business developments relevant to managed solutions, investment platforms, pricing, and wealth management practices.


• Respond to product, platform, pricing, and process-related inquiries from business partners and field stakeholders, escalating complex or sensitive matters as appropriate.


• Reinforce strong execution discipline, attention to detail, risk awareness, documentation quality, and sound governance practices in all work performed.


• Contribute to a collaborative, high-standard team culture focused on execution, learning, and continuous improvement.


• Support evolving business priorities and time-sensitive work as required.

Qualifications / Experience

• Undergraduate degree in business, finance, economics, commerce, mathematics, data analytics, or a related discipline.


• 2 to 3 years of relevant experience in wealth management or financial services, with familiarity with investment products, financial markets, and advisory services.


• Strong analytical and problem-solving skills, with the ability to structure ambiguous business problems, work with data, identify patterns, assess implications, and translate analysis into practical business insights.


• Advanced Microsoft Excel proficiency required, including data manipulation, analysis, validation, reconciliation, and structured reporting. Experience with business intelligence, analytics, or workflow automation tools is preferred.


• Strong Microsoft PowerPoint skills, with the ability to create clear, polished, and logically structured materials for business, field, and leadership audiences.


• Strong written and verbal communication skills, with the ability to simplify complex information and tailor messages for different stakeholders.


• Highly organized and detail-oriented, with the ability to learn complex topics quickly, manage multiple priorities, follow through on deliverables, and operate effectively in a fast-moving environment.


• Strong judgment, curiosity, and ownership mindset, with willingness to take initiative, including the ability to identify what needs to be done, identify ambiguity that requires clarity, and move work forward with appropriate guidance.


• Comfortable working across teams and functions, coordinating inputs from multiple stakeholders, and building trusted working relationships.

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.

Language Requirement (Quebec only):

Sans Objet