Wealth Finance Manager - FP & Forecasting

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

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.