Analyste Principal, Finances

TD; Toronto; On-site; CAD 76,000 - 116,000; Full time

Job summary

TD is seeking a Senior Finance Analyst in Toronto to support the Wealth Management Support Finance team. The role involves management reporting, financial analytics, and participation in annual planning. Applicants should possess strong financial skills and ideally have relevant designations in finance or accounting.

Benefits

Career development opportunities

Flexible working hours

Comprehensive benefits

Salary progression opportunities

Qualifications

• University/College education in Finance, Accounting, Commerce, or Business.
• Business and/or accounting designation (MBA, CFA, CMA, CGA, CA) is an asset.
• Experience with Hyperion 11 SmartView, EPM, or OAC is a plus.

Responsibilities

• Management reporting, expense forecasting, and analytics supporting business partners.
• Developing financial support in planning, forecasting, and management reporting.
• Analyzing forecast results and advising on business outlooks.

Skills

Analytical skills

Problem-solving

Business acumen

Communication

Organizational skills

Education

University/College education in Finance, Accounting, Commerce, or Business

Business and/or accounting designation (MBA, CFA, CMA, CGA, CA)

Tools

MS Excel

PowerPoint

Hyperion 11 SmartView

EPM

OAC

Job description

Join to apply for the Analyste Principal, Finances role at TD.

Location: Toronto, Ontario, Canada

Schedule: 37.5 hours/week

Sector: Finances

Salary Range: $76,800 - $115,200 CAD

TD is committed to offering fair and equitable compensation to all colleagues. Opportunities for growth and skill development are key features of the colleague experience at TD. Our policies and practices are designed to enable colleagues to progress along the salary scale as they improve in their roles. The base salary offered may vary based on skills, experience, professional knowledge, location, and other specific needs of the sector and company. We encourage candidates to discuss compensation openly with recruiters for more details.

Department Overview

The Wealth Management Support Finance team collaborates closely with the Wealth National Office Line of Business (LOB), supporting revenue-generating LOBs such as Direct Investing, Advice, and Asset Management, as well as TDBG’s centralized financial expertise (e.g., Chief Accountant’s Group, Performance Management & Insights, Enterprise Strategy & Decision Support, Finance Operations). The team provides expertise in business planning, financial analysis, measurement, valuation, and risk assessment aligned with TDBG’s financial strategies and objectives.

Responsibilities

• Management reporting, expense forecasting, and analytics supporting business partners
• Project governance, business case support, and analytics for Pan Wealth projects
• Monitoring and reporting on Pan Wealth expense initiatives
• Expense allocation and monthly/quarterly reporting and analytics

Job Description

The Senior Finance Analyst reports to the Senior Group Manager, Wealth Finance. Responsibilities include developing financial support in planning, forecasting, and management reporting for the Wealth National Office and support pillars. The candidate should have strong financial skills, accounting principles knowledge, and familiarity with TDBG financial systems like Hyperion.

Key accountabilities include:

• Participating in annual planning and quarterly forecasting with analytics and commentary
• Enhancing process excellence through ongoing improvements
• Analyzing forecast results and trends to advise on business outlooks
• Identifying issues, risks, and opportunities, recommending actions
• Providing financial analysis and strategic support, including preparing presentations and business cases
• Engaging effectively with stakeholders, ensuring deadlines are met
• Developing dynamic financial planning models
• Contributing to team effectiveness and a positive work environment
• Driving continuous improvement and providing ad hoc project support

Requirements

• University/College education in Finance, Accounting, Commerce, or Business
• Business and/or accounting designation (MBA, CFA, CMA, CGA, CA) an asset
• Understanding of TD Wealth business is an asset
• Experience with Hyperion 11 SmartView, EPM, OAC is an asset
• Proficiency in MS Excel and PowerPoint

Other Skills

• Strong analytical, problem-solving, and business acumen
• Attention to detail, inquisitiveness
• Ability to multitask in a fast-paced environment
• Excellent communication and organizational skills
• Ability to challenge the status quo and work collaboratively
• Experience with executive reporting and building stakeholder relationships

About Us

TD is a global leader in financial services, representing the fifth-largest bank in North America by branches. We serve over 27 million households and businesses worldwide, with more than 95,000 colleagues committed to enriching the lives of our clients, communities, and colleagues. We are dedicated to being a leader in customer experience, innovating to improve banking services, and supporting career development through training, mentorship, and leadership programs.

Our Total Compensation Program

Our comprehensive compensation includes base salary, variable pay, benefits, savings and retirement plans, paid leave, banking perks, career development opportunities, and recognition programs.

Additional Information

We value our colleagues' success and offer ongoing development, training, and benefits. Regular career conversations, mentoring, and online learning platforms support your growth. We also provide onboarding and training to ensure your success in your new role.

Application Process

We will contact selected candidates to schedule interviews. We strive to communicate decisions promptly via email or phone. Accessibility measures are available upon request to support candidates through the process.

Language Requirements (Quebec only): Not applicable.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking

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