Finance Analyst

TD; Toronto; On-site; CAD 65,000 - 99,000; Full time

Job summary

A leading financial institution in Toronto is seeking a candidate to support the TD Asset Management finance team. This role involves developing management reporting and providing financial support, alongside preparing analysis for assets under management. Candidates should have a background in finance, and familiarity with industry tools like Hyperion is a plus. This position offers competitive compensation ranging from $65,600 to $98,400 CAD.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development programs

Qualifications

• University/College education with a focus on Finance, Accounting, Commerce or Business.
• Understanding of TD Wealth business would be an asset.
• Knowledge of Hyperion 11 SmartView, EPM, OAC would be an asset.

Responsibilities

• Develop and provide management reporting and financial support to the TDAM business.
• Participate in the production of detailed monthly management reporting.
• Prepare monthly analysis for assets under management and provide business insights.

Skills

Proficiency and experience in MS Excel

Proficiency and experience in PowerPoint

Strong organizational skills

Strong business acumen

Communication and teamwork skills

Analytical skills

Education

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

Tools

Hyperion 11 SmartView

EPM

OAC

Job description

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line Of Business: Finance

Pay Details: $65,600 - $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.

Department Overview

The Wealth Management Finance department is accountable for the major financial functions of TDBG’s wealth management business, providing business planning, financial analysis, measurement, valuation and risk assessment. The Wealth Finance team works closely with the business and TDBG’s centralized financial expertise (e.g. accounting, reporting, taxation) to provide quality expertise and advice to their Wealth Management clients, consistent with overall TDBG’s financial strategy and objectives. As part of TD Wealth Finance, the TDAM Finance team provides dedicated support to TD Asset Management and TD Epoch covering more than 900 employees.

Job Description

Reporting to the Senior Group Manager Wealth Finance, this role will support the TDAM business and will be responsible for developing and providing value-added management reporting and financial support to the TDAM business. The position will support both the Reporting function, and the Forecasting and Planning function, within TDAM Finance.

• Participate in the production of detailed monthly management reporting and close processes, including the development of ongoing process and quality enhancements
• Prepare monthly analysis and reporting for assets under management (AUM), and provide business insight on key drivers and developing trends
• Provide value-added financial analysis and advisory support to business partners to develop and execute strategic initiatives. This includes the preparation of financial analyses and business cases, presentation decks or conducting Finance presentations to business partners as required
• Contribute to the annual financial planning and quarterly forecasting processes for TDAM
• Support ad hoc requests from the TDAM business, particularly on revenue drivers
• Continuous innovation and simplification of existing processes, including leveraging technology to streamline complex workflows

Requirements

• University/College education with a focus on Finance, Accounting, Commerce or Business
• Understanding of TD Wealth business would be an asset
• Hyperion 11 SmartView, EPM, OAC, would be an asset
• Proficiency and experience in MS Excel and PowerPoint

Other Qualifications / Skills / Experience

• Highly motivated team player who can take the lead in completing projects and tasks from start to finish
• Strong business acumen, analytical and conceptualization skills and the ability to identify and implement process improvements.
• Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
• Strong communication and teamwork skills to work with finance and business partners, and understand & manage the relationships with business partners
• Product knowledge and/or business experience within wealth management or asset management industries would be an asset

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. 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.

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