Private Wealth Strategy Manager
The Toronto-Dominion Bank (Canada)
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 performance management, strategic planning, and priority execution across Private Wealth Management. Partner with Finance, PWM lines of business, Wealth National Office, and enterprise teams. Translate financial results, business drivers, and emerging trends into recommendations for leadership.Key Responsibilities:
Lead recurring PWM business performance and P&L reviewsDevelop assumptions, scenarios, forecasts, and planning analysisTrack revenue, expenses, risks, and performance opportunitiesLead strategic initiative planning, execution, and outcome trackingPrepare executive recommendations, presentations, and decision materialsRequirements:
7+ years of relevant business management or strategy experienceStrong financial and business acumen interpreting P&L resultsComfort with financial models, quantitative analysis, and scenario planningExcellent executive communication and presentation skillsExperience using AI, data, and analytical toolsApply strategic thinking, P&L expertise, and analytical judgment to advance TD Private Wealth Management priorities in Toronto.
#J-18808-Ljbffr
Lead recurring PWM business performance and P&L reviewsDevelop assumptions, scenarios, forecasts, and planning analysisTrack revenue, expenses, risks, and performance opportunitiesLead strategic initiative planning, execution, and outcome trackingPrepare executive recommendations, presentations, and decision materialsRequirements:
7+ years of relevant business management or strategy experienceStrong financial and business acumen interpreting P&L resultsComfort with financial models, quantitative analysis, and scenario planningExcellent executive communication and presentation skillsExperience using AI, data, and analytical toolsApply strategic thinking, P&L expertise, and analytical judgment to advance TD Private Wealth Management priorities in Toronto.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Private Wealth Strategy 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... ....Ensure that financial, investment, and planning strategies are executed in accordance with firm standards and...PrivateFull timeInternshipWork at officeLocal area- Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management... ...in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role... ...integrated cross-border wealth management strategies for clientsManage and rebalance...PrivateFull time
- Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.As Portfolio Manager with Scotia Jarislowsky Fraser, you will...Private
- Bring premium client experience and commercial strategy to Wealthsimple’s advice business in a hybrid environment across... ...America. Shape differentiated services.As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model before...Suggested
- Lead business performance and strategic initiatives for TD Private Wealth Management in Toronto, using financial analysis and scenario planning.As... ...decision materialsRequirements: 7+ years of relevant business or strategy experienceStrong financial and business acumenComfort with...Private
- Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development... ...Manager at Desjardins, you’ll advance Private Wealth Management objectives across a... ...standardized business development strategies and objectivesEncourage engagement in community...Private
- Shape Tangerine Wealth’s competitive strategy through market research, customer insights, and clear reporting for senior leadership teams.This Senior Manager role focuses on wealth strategy, research, and growth planning within Tangerine. You will evaluate customer needs, market...
- Drive wealth strategy transformation at BMO, combining change management and cross-business coordination from its Toronto office.As Senior Manager, you will manage projects and programs aligned with enterprise and group goals. You will break down strategic problems, deliver...Work at office
- ...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
- Drive success at CI as the Vice President of Wealth Management Strategies, focusing on enhancing financial advisory practices. Engage deeply with advisors to support growth and client satisfaction. CI seeks a Regional Vice President for its Wealth Advisory division. This role...
- 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... ...with them an integrated financial strategy. Direct the implementation of recommendations...PrivateWork at officeFlexible hours
$250k - $300k per year
.... As a forward thinking asset manager, we build dynamic relationships... .... We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global... ...clients’ success. What is the Private Markets group responsible for?...PrivateLong term contractTemporary workLocal areaFlexible 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
- Select how often (in days) to receive an alert:Title: Senior Manager, Wealth Strategy and Research - Tangerine Requisition ID : 275098At Tangerine,we’reredefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every...Permanent employmentFlexible hours
- Drive proposal strategy and market positioning for DIALOG’s Private Sector practice, connecting content planning with meaningful community-focused design work. Collaborate across Canada and globally.In this seasoned marketing and business development leadership role, you will...PrivatePrivate practice
$70k - $150k per year
...2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceJob description The Regional Support Manager, Estate and Trust has pan regional... ...Manager also contributes to the GOA and Quebec Trust strategy, business planning, revenue growth, employee engagement...PrivateContract workPart timeTraineeship- ...through financial planning and investment solutions in a hybrid Private Wealth Advisor position. Build lasting relationships while delivering... ...wealthy clients. You will analyze needs, develop integrated strategies, and coordinate recommendations from financial planning. The position...Private
$129.8k - $241.2k per year
AVP Retirement & Wealth Strategy Job Summary: Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife. We operate three different channels (Retail, Retirement and Institutional) and are a major player in North America, Asia and Europe. Our Retirement &...Long term contractTemporary workLocal areaWorldwideFlexible hours- Lead wealth strategy and research at Tangerine as a 12-month contract Director, shaping digital offerings through executive insights. Use AI... ...corporate development, or consultingDeep North American wealth management research expertiseStrong quantitative and qualitative research...Long term contractContract work
- Shape global Retirement and Wealth strategy at Manulife, using business analysis and executive insight across North America, Asia, and Europe... ..., transformation, or consultingStrong wealth and asset management industry experienceComprehensive knowledge of North American Retirement...Worldwide
- Drive Retirement & Wealth strategy at Manulife in a hybrid Toronto role, using business insights and transformation leadership to guide executives... ..., or Consulting experienceStrong wealth and asset management industry experienceComprehensive knowledge of the North American...
- ...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
- 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
$129.8k - $241.2k per year
AVP Retirement & Wealth Strategy Job Summary: Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife. We operate three different channels (Retail, Retirement and Institutional) and are a major player in North America, Asia and Europe.Our Retirement...Local areaWorldwideFlexible hours- Shape global Retirement & Wealth strategy at Manulife through business analysis, transformation leadership, and executive communication in Toronto... ...& Wealth Leadership Team within Global Wealth & Asset Management. The position supports strategy, growth, and transformation across...
- Lead Wealth growth strategy and distribution at Meridian from the Toronto Corporate Office through a hybrid work opportunity. Shape advisor capacity and commercial mobilization.This Director of Distribution and Activation role owns Wealth growth priorities, distribution strategy...Work at office
$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... ..., acting as a member of a client strategy team to facilitate the desired client experience...PrivateLong term contractPart timeShift work- Lead wealth strategy and advisory services in a hybrid Vice-President role with Cambrian Credit Union in Winnipeg, Manitoba. Shape planning-... ...operational leadership, communications, and enterprise sales management knowledgeKnowledge of wealth competition, regulation, policies...Long term contract
- BMO Financial Group recherche un leader marketing pour concevoir et exécuter des plans et stratégies alignés sur les objectifs commerciaux et les normes de la marque. Le rôle nécessite une forte expérience en marketing et en communications dans le secteur des services financiers...Private
$120k - $215k per year
Date limite pour présenter sa candidature : 10/30/2026 Adresse : 100 King Street West Groupe de famille d'emploi : Marketing Offrir des conseils et du soutien relativement aux objectifs de marketing d’un secteur d’activité ou d’un groupe d’exploitation. Tenir ...PrivatePart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Strategy Manager. Be the first to apply!
Related searches
- director financial planning and analysis Winnipeg, MB
- strategy manager Winnipeg, MB
- business strategy manager Winnipeg, MB
- director financial planning Winnipeg, MB
- director of strategy Winnipeg, MB
- content strategy manager Winnipeg, MB
- manager financial planning & analysis Winnipeg, MB
- workforce planning manager Winnipeg, MB
- planning manager Winnipeg, MB
- strategic account manager Winnipeg, MB

