Finance Manager, TD Wealth Financial Planning

TD; Toronto; On-site; CAD 97,000 - 137,000; Full time

Job summary

TD in Toronto, Ontario, is seeking a Finance professional to support forecasting, planning, and strategic decision making for the FP business within TD Wealth. You will oversee quarterly forecasts, annual plans, and management reporting to drive growth and profitability, partnering with product, strategy, and marketing teams.

The role requires strong accounting knowledge, 7+ years in Finance, and experience with planning processes and executive reporting. Onsite four days a week in Toronto.

Qualifications

• Finance/Accounting/Commerce degree or equivalent.
• CPA/CFA is an asset.
• At least 7 years of relevant Finance experience.
• Strong analytical and reporting capabilities.
• Autonomy with strong work ethic and deadlines.

Responsibilities

• Lead quarterly forecasting, annual planning, and mid-term outlooks.
• Design and deliver monthly reporting packages with insights.
• Prepare executive-level materials for CFO and senior leaders.
• Perform driver-based analysis of FP revenues and expenses.
• Support strategic priorities and long-term objectives.
• Coordinate forecast/budget data with product, strategy, and marketing.
• Review business cases and initiatives within Wealth Management governance.
• Provide guidance and recommendations to internal/external partners.
• Participate in pan-Wealth projects and ad-hoc FP activities.

Skills

MS Excel

MS Word

MS Power Point

MS Outlook

MS Copilot

Power BI

Tableau

Hyperion

EPM

Education

Finance/Accounting/Commerce degree

CPA/CFA designation (asset)

7+ years of Finance experience

Tools

MS Excel

MS Word

MS Power Point

MS Outlook

MS Copilot

Job description

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: Finance

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

The Wealth Management Finance department is accountable for the major financial functions of TD's wealth management business, providing business planning, financial analysis, measurement, and decision support services. The Wealth Management Finance team works closely with the business and TD's centralized financial expertise to provide quality expertise and advice to their Wealth Management clients, consistent with overall TD financial strategy and objectives. As part of TD Wealth Finance, the FP Finance team provides dedicated finance support to the Financial Planning business

Job Description

Reporting to the Senior Group Manager, TD Wealth, Direct Investing and Financial Planning Finance, this role will support all aspects of Forecast/Plan/MTO and strategic decision making for the FP business.

This role will be responsible for supporting the FP business through financial leadership and ensuring that balance growth and profitability strategies are planned and achieved. The successful candidate must have strong financial acumen and a good understanding of accounting principles. Familiarity with TD's financial systems is an asset, as is experience in the Wealth Management industry.

Specific responsibilities include:

• Lead the quarterly forecasting, annual planning, business casing, and medium-term outlooks in support of TD FP while also finding opportunities to enhance surrounding processes
• Oversee completion of the monthly reporting packages and design value-added management reporting to provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required
• Production and presentation of executive-level material to CFO, Wealth and VPs/EVP, and responding to specific questions
• Conduct insightful, driver-based analysis of the FP business revenues, expenses, including FTE
• Provide support to business leaders in developing strategic priorities and defining long-term business objectives while effectively communicating relevant and meaningful recommendations on a range of finance management issues or related operational processes
• Coordinate with various stakeholders across product, strategy, business development, contact centre and marketing to collect, analyze and compile forecast / budget information
• Take an active role in providing financial inputs and reviewing business cases and strategic initiatives as part of the Wealth Management project governance process
• Effectively communicate relevant and meaningful recommendations on a range of finance management issues or related operational processes
• Act as subject matter expert for own area. Provide guidance, advice, and recommendations to support dealings with internal and external partners
• Active participation in Finance initiatives and pan-Wealth projects (where appropriate)
• Ad-hoc work related to the Direct Investing business may be required to support the broader team

Job Requirements

• Built a brand for themselves as a relationship builder, change initiator and team player
• The successful candidate will have demonstrated strong commitment, initiative and drive to continuously exceed expectations and lead change
• Ability to work with a high degree of autonomy, with a strong work ethic and ability to work independently
• Highly organized with experience managing tight deadlines with ability to multi-task in a fast-paced environment.
• Strong analytical skills with the ability to work in detail, but also step back and take a big picture perspective to synthesize issues and present concise concepts and solutions
• Strong leadership and communication skills (both written and verbal) with proven ability act as a respectful "challenger" to provide alternate points of view and/or facilitate decision making
• Proven track record of providing value added Finance support through initiative and creativity
• Strong inter-personal skills, including strong relationship-building skills to work effectively in a team environment
• Ability to proactively follow through on identified issues and work toward resolution
• Strong working knowledge of MS Excel, MS Word, MS Power Point, MS Outlook and MS Copilot
• Knowledge of EPM, Hyperion, MS Power BI, and Tableau would be an asset

Education and Accreditation

• University/College education with a focus on Finance, Accounting, Commerce or Business
• Accounting or financial designation (CPA/CFA) would be an asset
• 7+ years of relevant experience in Finance

Other

• Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line.

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