Wealth & Insurance Finance Analyst — Forecast & Insight

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

Job summary

TD is seeking a skilled Finance professional for Wealth & Insurance, based in Toronto. You will drive forward-looking projections for Wealth P&L, Balance Sheet and related planning cycles while supporting senior leaders with insightful analyses.

Ideal candidates hold a Finance/Accounting degree, with expertise in financial reporting, forecasting, and strong Excel/PowerPoint skills. CPA/CFA is a plus; hybrid/onsite collaboration with Wealth & Insurance teams is expected.

Qualifications

• Degree in Finance/Accounting or related field preferred.
• CPA/CFA or similar certifications are an asset.
• Understanding of Wealth Management products is beneficial.

Responsibilities

• Support Wealth Forecast & Plan coordination and consolidation for senior reviews.
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Skills

Analytical thinking

Financial analysis

Communication

MS Excel

Project coordination

Education

University/College education in Finance/Accounting

Tools

Hyperion / EPM

MS PowerPoint

MS SharePoint

Job description

TD is seeking a skilled Finance professional for Wealth & Insurance, based in Toronto. You will drive forward-looking projections for Wealth P&L, Balance Sheet and related planning cycles while supporting senior leaders with insightful analyses.

Ideal candidates hold a Finance/Accounting degree, with expertise in financial reporting, forecasting, and strong Excel/PowerPoint skills. CPA/CFA is a plus; hybrid/onsite collaboration with Wealth & Insurance teams is expected.