Senior Business Insights Analyst, Direct Investing

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
Analytics, Insights, & Artificial Intelligence

Pay Details:
$81,600 - $115,200 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:

This position will fall under TD Direct Investing National Office Client Engagement team, which supports various initiatives relating to engaging our existing Direct Investing clients. The Senior Business Insights Analyst will serve as a trusted, data-driven advisor, delivering decision-enabling insights that shape client engagement strategies and inform segment-specific roadmaps. This role will:

• Lead analysis of campaign performance, responsible for collecting data/information to produce insights, create relevant collateral/ data visualization reports and translate complex data into clear, actionable recommendations for senior stakeholders
• Partner cross-functionally to inform and optimize client segmentation strategies, campaign design, and feature adoption initiatives
• Provide ongoing performance measurement and insight generation to drive continuous improvement and maximize business impact
• Own and govern Salesforce opportunity administration for targeted campaigns, ensuring data integrity, tracking effectiveness, and enabling scalable execution

This position will encompass a variety of responsibilities, not limited to but including the following:

KEY ACCOUNTABILITIES

CUSTOMER

• Apply understanding of respective business knowledge and strategies to produce relevant and meaningful analysis and materials to support the creation and maturation of business goals and objectives.
• Develop analysis and proper visualization or presentation to illustrate business trends and identify areas of business opportunities.
• Produce insights and recommend business actions to support business strategy and/or solve business problems.
• Work in partnership with various functional areas to provide day-to-day support and delivery of analytics.
• Execute on data requests accurately and within a timely manner.
• Represent functional area as an analytics & insights professional and key resource.
• Act as a bridge to translate business requirements to analytics and reporting needs for a given domain while leveraging tools/ techniques/ methods that can be easily interpreted by the target audience.
• Provides day-to-day support and delivery of analytics insights and collateral.
• Contribute to the identification of key performance indicators.

SHAREHOLDER

• Provide suggestions, ideas, and opportunities to support business needs.
• Identify opportunities for business/revenue growth and/or efficiencies for an assigned business or function.
• Identify and investigate data/analytics related issues.
• Ensure data analysis and insights are reviewed to validate accuracy and minimize any potential errors.
• Develop analysis to corroborate initial proof of concept.
• May be required to educate/train business users on how to integrate analytics into decisions.
• Provide recommendations on financial / monetization goals to deliver on (e.g. quantify functional value, cost savings and revenue generated etc.)
• Build business requirements and facilitate project execution to develop insights.
• Utilize quantitative and qualitative methodologies to interpret and present data effectively and clearly.
• Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area.
• Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary.
• Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience.
• Adhere to internal policies/procedures and applicable regulatory guidelines.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
• May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
• Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
• Participate in personal performance management and development activities, including cross training within own team.
• Keep others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
• Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
• Contribute to ad hoc strategic initiatives and evolving priorities to support broader Client Engagement objectives

BREADTH & DEPTH

• Work independently as the senior analyst / subject matter expert and may coach and educate others.
• Considered a subject matter expert within a given area.
• Oversee and/or independently perform tasks from end to end.
• Focus on short to medium -term issues (e.g. monthly-quarterly)
• Generally, reports to a Senior / Manager role.

EXPERIENCE & EDUCATION

• Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience or
• 3+ year of relevant experience; higher degree education and research tenure can be counted.
• Client-facing experience would be considered an asset
• Marketing experience would be considered an asset
• Experience with Salesforce would be considered an asset
• Experience with internal database technology alongside data visualization software would also be considered an asset (E.g. Alteryx, Tableau)

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