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

Apply

Vacancy posted 1 hour ago

Similar jobs that could be interesting for youBased on the Private Wealth Strategy Manager in Winnipeg, MB vacancy

Private Client Tax Manager | Wealth & Succession Strategy
...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...
Suggested
Private practice
Rsm Canada Llp
Winnipeg, MB
1 hour ago
Senior Wealth Management Strategy Manager
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
Wealthsimple Inc.
Winnipeg, MB
1 hour ago
Private Wealth Portfolio Manager
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
Scotiabank
Winnipeg, MB
1 hour ago
Private Wealth Manager/Portfolio Manager
$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...
Private
Full time
Internship
Work at office
Local area
LE0090 Cardinal Point Capital Management ULC
Winnipeg, MB
1 hour ago
Private Wealth Manager Toronto
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...
Private
Full time
LE0090 Cardinal Point Capital Management ULC
Winnipeg, MB
1 hour ago
Private Wealth Portfolio Manager
Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank seeks an Associate Portfolio Manager to advise clients on holistic wealth management and investment growth...
Private
Scotiabank
Winnipeg, MB
1 hour ago
Senior Manager Corporate Strategy Wealth
...strategic initiatives at Tangerine with AI fluency, structured problem-solving, and cross-functional leadership across wealth operations.As Senior Manager, Wealth Strategy and Research, you will partner with Wealth, Marketing, Finance, Product, Technology, Compliance, and Risk. You...
Scotiabank
Winnipeg, MB
1 hour ago
Vice President, Wealth Management Strategies
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...
CI Financial Corp.
Winnipeg, MB
1 hour ago
Senior Manager Wealth Strategy Transformation
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
BMO
Winnipeg, MB
1 hour ago
Private Wealth Business Performance Manager
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
TD
Winnipeg, MB
1 hour ago
Cash Management Specialist, Private Wealth
$55.5k - $120k per year
...Commercial Sales & ServiceProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their... ...the desired customer experience.Applies business development strategies and collaborates with other BMO partners to grow the business...
Private
Long term contract
Bank N.A.
Winnipeg, MB
1 hour ago
Senior Manager, Wealth Strategy And Research - Tangerine
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 employment
Flexible hours
Scotiabank
Winnipeg, MB
1 hour ago
Head Of Private Markets - Canadian Wealth Management
$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?...
Private
Long term contract
Temporary work
Local area
Flexible hours
Franklin Templeton
Winnipeg, MB
1 hour ago
Canada Private Markets Lead, Wealth Management
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, MB
1 hour ago
Private Wealth Advisor
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...
Private
Work at office
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Avp Retirement & Wealth Strategy
$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 area
Worldwide
Flexible hours
Manulife
Winnipeg, MB
1 hour ago
Avp Retirement Wealth Strategy
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...
Manulife
Winnipeg, MB
1 hour ago
Senior Private Trust Officer - Wealth Management
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, MB
1 hour ago
Avp Retirement & Wealth Strategy
$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 contract
Temporary work
Local area
Worldwide
Flexible hours
Company 1 - The Manufacturers Life Insurance Company
Winnipeg, MB
1 hour ago
Director Wealth Strategy Research
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 contract
Contract work
Scotiabank
Winnipeg, MB
1 hour ago
Private Wealth Advisor Montreal
...expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work... ...will analyze needs, design integrated strategies, and direct recommendations from financial... ...portfolio assets through wealth management adviceAnalyze needs and establish integrated...
Private
National Bank of Canada
Winnipeg, MB
1 hour ago
Wealth Planning Advisor, Private Wealth
$70k - $150k per year
...100 King Street WestJob Family Group:Wealth Sales & ServiceWealth Planning... ...solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance,... ...BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO...
Private
Contract work
Part time
BMO
Winnipeg, MB
1 hour ago
Wealth Planning Advisor, Private Wealth
$70k - $150k per year
...McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning... ...designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer... ...financial planning support to Private Wealth Professionals, BMO Nesbitt Burns...
Private
Part time
Work at office
Work from home
BMO
Winnipeg, MB
1 hour ago
Wealth Distribution Strategy Director
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
Meridian Credit Union
Winnipeg, MB
1 hour ago
Regional Support Manager, Estate And Trust, Private Wealth
$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...
Private
Contract work
Part time
Traineeship
BMO
Winnipeg, MB
1 hour ago
Regional Private Wealth Manager: Ontario & Nw Quebec
...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, MB
1 hour ago
Tax Manager, Private Client & Wealth Planning (Hybrid)
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 practice
Flexible hours
RSM US LLP
Winnipeg, MB
1 hour ago
Wealth & Tax Planning Consultant, Private Wealth
...boul Rene Levesque OuestJob Family Group: Wealth Sales & ServiceThe successful candidate... ...three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop... ...conversations, acting as a member of a client strategy team to facilitate the desired client...
Private
Long term contract
Shift work
Bank N.A.
Winnipeg, MB
1 hour ago
Wealth Management Advisor
Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions don’t happen in isolation, and we don’t believe financial... ...trusted relationships and develop practical, connected strategies across financial planning, tax, corporate structures,...
Private
Long term contract
Summer work
Work at office
Local area
Flexible hours
Virtus Group
Winnipeg, MB
1 hour ago
Global Wealth Strategy Transformation Avp
Lead Retirement & Wealth transformation for Manulife’s global franchise using strategic insight, cross-functional execution, and portfolio... ...’s hybrid setting.This AVP role reports to the Head of GWAM Strategy & Transformation and serves as a trusted advisor to senior leaders...
Company 1 - The Manufacturers Life Insurance Company
Winnipeg, MB
1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Strategy Manager. Be the first to apply!