Private Wealth Business Performance Manager
TD
Lead business performance and strategic initiatives for TD Private Wealth Management in Toronto, using financial analysis and scenario planning.As Manager, Business Performance & Strategic Initiatives, you will establish PWM performance capabilities and support leadership decisions. Partner with Finance and lines of business on P&L management, forecasts, business assumptions, and quantitative analysis. Translate results into risks, opportunities, implications, and recommended actions.Key Responsibilities:
Drive recurring PWM performance and P&L reviewsDevelop assumptions, scenarios, forecasts, and planning analysisTrack revenue, expense, risks, and performance opportunitiesEstablish reporting processes and partner cadencesPrepare evidence-based executive recommendations and decision materialsRequirements:
7+ years of relevant business or strategy experienceStrong financial and business acumenComfort with models, quantitative analysis, and scenario planningExecutive-level written and verbal communication skillsStrong Excel and PowerPoint knowledgeApply your financial acumen, analytical judgment, and relationship management skills to strengthen TD PWM decision support in Toronto.
#J-18808-Ljbffr
Drive recurring PWM performance and P&L reviewsDevelop assumptions, scenarios, forecasts, and planning analysisTrack revenue, expense, risks, and performance opportunitiesEstablish reporting processes and partner cadencesPrepare evidence-based executive recommendations and decision materialsRequirements:
7+ years of relevant business or strategy experienceStrong financial and business acumenComfort with models, quantitative analysis, and scenario planningExecutive-level written and verbal communication skillsStrong Excel and PowerPoint knowledgeApply your financial acumen, analytical judgment, and relationship management skills to strengthen TD PWM decision support in Toronto.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Private Wealth Business Performance Manager in Winnipeg, MB vacancy
$200k - $220k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager & Portfolio Manager to join the team as we continue... ...has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong...PrivateFull timeInternshipWork at officeLocal areaLE0090 Cardinal Point Capital Management ULC
Winnipeg, MB1 hour ago$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description... ..., who has at least 5 years' experience managing a book of business, is a strong communicator, organized, and has strong process...PrivateFull timeRemote workFocus Partners Wealth
Winnipeg, MB1 hour ago- Drive PWM business performance and strategic initiatives in Toronto using P&L management, quantitative analysis, and scenario planning. Support TD Wealth leadership through integrated decision support.As Manager, Business Management and Strategic Initiatives, you will connect...PrivateWork at office
The Toronto-Dominion Bank (Canada)
Winnipeg, MB1 hour ago - Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide... ...investment management, relationship deepening, and sustainable business growth.Key Responsibilities: Develop trusted...Private
Scotiabank
Winnipeg, MB1 hour ago - Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank... ...accountsStrong relationship management and business development skillsApply portfolio management, investment...Private
Scotiabank
Winnipeg, MB1 hour ago - Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and strong client communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role supports high-net-worth clients and team development...PrivateFull time
LE0090 Cardinal Point Capital Management ULC
Winnipeg, MB1 hour ago $55.5k - $120k per year
...ServiceProvides professional, knowledgeable cash management advice and support to banking partners /... ...the desired customer experience.Applies business development strategies and collaborates... ...and achieve goals.Reviews and monitors performance of the assigned market and sales...PrivateLong term contractBank N.A.
Winnipeg, MB1 hour ago- ...Cardinal Point Wealth Management in Toronto seeks a career-oriented Private Wealth Manager/Portfolio Manager with a minimum of 5 years managing a book of business. The ideal candidate is fully licensed in Canada with US cross-border licensing and has experience in financial...PrivateFull time
Cardinal Point Wealth Management, ULC
Winnipeg, MB1 hour ago - Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development leadership and high-net-worth client focus.As Regional Manager at Desjardins, you’ll advance Private Wealth Management objectives across a territory spanning Ontario and Northwestern...Private
Desjardins
Winnipeg, MB1 hour ago - Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning. We seek a dedicated Private Wealth Manager...PrivateFull timeRemote work
Focus Partners Wealth
Winnipeg, MB1 hour ago - Grow an established wealth management practice in Toronto, Calgary, or Vancouver through client relationships, capital markets expertise, and business development.As a Client Portfolio Manager, you will serve high-net-worth individuals, families, and foundations. The work combines...
Guardian Capital Advisors
Winnipeg, MB1 hour ago - ...Fidelity Canada is hiring a Business Analyst to support the Wealth Management division within Information Services. You will define, analyze, and deliver technology and process solutions for private wealth and HNW clients, working on cross‑organizational projects and Agile...
Fidelity International
Winnipeg, MB1 hour ago $250k - $300k per year
.... As a forward thinking asset manager, we build dynamic relationships... ...opportunities for long term wealth creation. Our talented, global... ...culture to our globally diverse business, we offer opportunities not... ...clients’ success. What is the Private Markets group responsible for?...PrivateLong term contractTemporary workLocal areaFlexible hoursFranklin Templeton
Winnipeg, MB1 hour ago- A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting... ...partners. Increase the assets under management of the assigned portfolio by offering wealth... ...synergy with all of the National Bank's business lines. Your team Within the...PrivateWork at officeFlexible hours
Banque Nationale du Canada
Winnipeg, MB1 hour ago - Apply wealth management expertise and complex SQL skills as a Business Analyst in Toronto, with hybrid attendance three days weekly onsite.This mid-senior contract... ...exposure is an assetExperience triaging defects and performing root cause analysisUse domain expertise,...Contract work
Intelliswift - An LTTS Company
Winnipeg, MB1 hour ago - Canadian Wealth Management expertise meets trading platform modernization in this Business Systems Analyst position with Insight Global. Use AI tools to accelerate analysis... ...postingKnowledge of cash management, IPS, positions, and performance metricsExperience eliciting and documenting...
Insight Global (United States)
Winnipeg, MB1 hour ago $141.9k - $164.6k per year
...often (in days) to receive an alert: Create Job AlertManager Business Excellence and Performance Posting Id 3508Department Infrastructure and... ...Commissioner of Infrastructure and Engineering Services, the Manager Business Excellence and Performance provides strategic leadership...RemplacementPermanent employmentWork at officeCity of Richmond Hill
Winnipeg, MB1 hour ago- ...South-West through territory planning, relationship management, and financial services sales expertise.This Business Development Manager role focuses on growing... ...experience in business development, territory management, wealth management, investments, insurance, or financial...
HomeEquity Bank
Winnipeg, MB1 hour ago - Franklin Templeton is seeking a dynamic Head of Private Markets, Canadian Wealth Management to lead the firm’s distribution strategy across Canada, driving advisor engagement, platform adoption, and partnerships across private markets including private equity, private credit...Private
Franklin Templeton
Winnipeg, MB1 hour ago $70k - $150k per year
...College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business unit within BMO Wealth... ...designed to assess overall wealth management needs and recommended strategies... ...financial planning support to Private Wealth Professionals, BMO Nesbitt...PrivatePart timeWork at officeWork from homeBMO
Winnipeg, MB1 hour ago- TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth...Private
TD Bank Group
Winnipeg, MB1 hour ago $70k - $150k per year
...Levesque OuestJob Family Group:Wealth Sales & ServiceThe work... ...descriptionThe Regional Support Manager, Estate and Trust has pan regional... ...(GOA) and Quebec Areas Trust business.Reporting to the Regional... ...of top talent.Improves team performance, recognizes and rewards performance...PrivateContract workPart timeTraineeshipBMO
Winnipeg, MB1 hour ago- ...expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work... ...position includes collaboration across business lines and frequent client contact.Key Responsibilities... ...portfolio assets through wealth management adviceAnalyze needs and establish...Private
National Bank of Canada
Winnipeg, MB1 hour ago - A software consulting firm is seeking a Business System Analyst for a contract position based in Toronto, Ontario. The ideal candidate... ...in business systems analysis, with a strong focus on SQL and wealth management. The role offers hybrid work flexibility, allowing for a combination...Contract workRemote work
Iris Software Inc.
Winnipeg, MB1 hour ago - ...Desjardins is seeking a Regional Manager for Private Wealth Management to lead growth in Ontario and Northwestern Quebec. You will guide regional business development, build partnerships with caisse networks and senior teams, and ensure compliance with regulatory and governance...Private
Desjardins
Winnipeg, MB1 hour ago - ...RSM Canada LLP is seeking a dynamic Tax Manager for its Private Client Services practice in Canada. The role focuses on advising business owners and high-net-worth families, overseeing engagements, and coordinating with specialists to minimize taxes and grow client relationships...Private practice
Rsm Canada Llp
Winnipeg, MB1 hour ago - RSM US LLP is seeking a Tax Manager to join our Private Client Services practice in Canada. You will advise business owners on tax opportunities, manage engagements across partnerships, corporations, and trusts, and mentor staff while collaborating with cross-functional teams...Private practiceFlexible hours
RSM US LLP
Winnipeg, MB1 hour ago $85k - $175k per year
...Rene Levesque Ouest Job Family Group: Wealth Sales & ServiceThe successful candidate... ...three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored... ...effective knowledge management within business/group. Demonstrates a consultative and...PrivateLong term contractPart timeShift workBMO Nesbitt Burns Inc.
Winnipeg, MB1 hour ago$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive... ...net worth). As a CG Wealth Management team, SWP+ is a highly exclusive... .... SWP+ Team Goals: High performance. Our team wants to be the... ...looking to significantly grow our business over the next 10 years,...Long term contractWork at office- Position Vice President, Business DevelopmentLocation Toronto, ONEmployment Type Full-Time, PermanentWork Arrangement... ...relationship-driven professional with a strong background in private wealth management, investment management or capital markets. The successful candidate...PrivateLong term contractFull timeFor contractors
Recruiting in Motion
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Business Performance Manager. Be the first to apply!
Related searches
- business continuity manager Winnipeg, MB
- IT business relationship manager Winnipeg, MB
- business strategy manager Winnipeg, MB
- manager- enterprise Winnipeg, MB
- business project manager Winnipeg, MB
- directeur général d'entreprise Winnipeg, MB
- directeur commercial Winnipeg, MB
- business relationship manager Winnipeg, MB
- business manager Winnipeg, MB
- chargé d'affaires Winnipeg, MB