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
- 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
$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 area- 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
- 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...Suggested
- 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
- Position Summary Within the Office of the Commissioner of Infrastructure and Engineering Services, the Manager Business Excellence and Performance provides strategic leadership in policy development, business analysis, performance measurement, data governance, and continuous...Work at office
- ...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...
- 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
$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 hours- ...often (in days) to receive an alert:Title: Director, AI Business Solutions, Canadian Wealth Management Requisition ID: 275942Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Director AI Business Solutions will be...Private
- 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 teamWithin the Commercial...PrivateWork at officeFlexible hours
- 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
- ...Inspire Greatness Position SummaryThe Business Development Manager is responsible for growing referral... ...development, territory management, wealth management, investments, insurance, or... ...or exceeding sales targets in a performance-based sales environment. Experience...Long term contractLocal areaHome office1 day per week
- 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
- ...Inspire GreatnessPosition Summary The Business Development Manager is responsible for growing referral... ...business development, territory management, wealth management, investments, insurance,... ...or exceeding sales targets in a performance-based sales environment.Experience utilizing...Long term contractLocal areaHome office1 day per week
$70k - $150k per year
...Levesque OuestJob Family Group:Wealth Sales & ServiceJob description The Regional Support Manager, Estate and Trust has pan... ...(GOA) and Quebec Areas Trust business.Reporting to the Regional Director... ...development of top talent.Improves team performance, recognizes and rewards...PrivateContract workPart timeTraineeship- PriceMetrix, a leader within Coalition Greenwich, seeks a Business Development Manager to drive new logos and support sales for data and analytics across the wealth management sector. You will lead client presentations, draft proposals, and negotiate agreements with senior stakeholders...
- ...principles of Price have never changed – business integrity, first-class service, innovation... ...more than 60 years, Price remains a privately held family company with a deep heritage... ...offers free Tea and Coffee. ERP Project Manager Position Summary: Price Industries is seeking...
$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- 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
- ...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
- Title: Delivery Manager, Wealth Management Requisition ID: 278377Join a purpose driven winning... ...to results, in an inclusive and high-performing culture.The role: The Delivery... ...delivery planning across Wealth Management business and technology teams, timelines, and dependencies...PrivateWork at office
- TD Private Wealth Management seeks a Business Succession Advisor to provide specialized business owner and succession planning advice within a Private Wealth Management territory. The role supports high-net-worth business owners as they evaluate, prepare for, and implement transitions...Private
- ...through financial planning and investment solutions in a hybrid Private Wealth Advisor position. Build lasting relationships while delivering... ...planning. The position involves portfolio monitoring, business development, and collaboration across business lines. You will...Private
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join... ...held discretionary investment managers, and help clients achieve their unique... ...from dedicated mentorship focused on business development and exceptional client service...PrivateInternshipFlexible hours$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 work- ...professional looking to grow your career with a company for the long term? Join Hall Mechanical Services as a Manager, Project Controls, Financial Planning & Business Performance! Reporting directly to the President of Hall Mechanical Services, this role provides financial...Long term contract
- ...In your role as Manager, Business Analysis at The North West Company (TNWC), you will lead a team... ...Lead, develop, and retain a high-performing team of Business Analysts (staff and contractors... ...) through coaching, mentorship, and performance management. Allocate BA resources...For contractorsLocal area
- ...solutions at Doane Grant Thornton as a Senior Manager, using ASPE expertise and strong people... ...Senior Manager role serves owner-managed businesses across industries and sectors. You will... ...expertise to Doane Grant Thornton’s privately held business clients. #J-18808-LjbffrPrivateWork at office
$50k per year
...) to receive an alert:Title: Director, Wealth Management Technology Requisition ID: 258158Join... ...to results, in an inclusive and high-performing culture.Join a purpose driven winning team... ...cross-functional development teams and business stakeholders to define and implement...PrivateLong term contractContract workFlexible hours
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 strategy manager Winnipeg, MB
- directeur général d'entreprise Winnipeg, MB
- business director Winnipeg, MB
- business manager Winnipeg, MB
- business continuity manager Winnipeg, MB
- chargé d'affaires Winnipeg, MB
- directeur commercial Winnipeg, MB
- business project manager Winnipeg, MB
- business relationship manager Winnipeg, MB
- IT business relationship manager Winnipeg, MB

