Work From Home Financial Analyst

TD Securities

90,000 - $100,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. GTB Financial Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall within our strategy and risk appetite. As an integral team member in FI coverage, you will have responsibility for managing product profitability, provide exceptional client servicing, act as first line of defense for risk and internal compliance, as well as support a broader TDS wide client relationship management mandate. The Analyst will report to the Head of Account Management in the Financial Institutions division in Global Transaction Banking. Dynamic, client-facing position directly supporting the origination team by managing accounts and nurturing relationships with our existing Financial Institution (FI) clients.
Collaborate closely with Relationship Managers, Regional Head, and Global Head of Financial Institutions, assisting in all facets of business operations, including administrative, transactional and relationship management related activities.
Handle account opening and client onboarding processes, ensuring tasks are completed efficiently and accurately, with careful attention to detail and compliance with internal policies.
Prepare professional proposals, pitch decks, service reviews, briefing notes, and call reports, helping to drive business growth and maintain strong client connections.
Support payment activity monitoring to ensure GTB credit lines remain within approved limits. Proactively request credit limit adjustments when needed, demonstrating responsible risk management.
Conduct research and detailed analysis on markets, industries, clients, products, and pricing, providing valuable insights to guide business decisions.
Assist in Know Your Customer (KYC) reviews for both new and existing clients, including collecting and organizing documentation and ensuring all requirements are met.
Ensure monthly billing is completed accurately, including fee collection and interest charges/payments, contributing to the smooth operation of client accounts.
Regularly engage with clients by attending formal meetings and social events, strengthening relationships and expanding business opportunities with both current clients and prospects.
Contribute to the sales process and help develop strategic relationship-building initiatives for clients and prospects, supporting business growth.
Collaborate and maintain positive working relationships with Global Operations and various teams within GTB (such as Product Management, Compliance, and Network Management) as well as other business groups throughout TD Securities both in Canada and the U.including Investment Banking, Global Markets, DCM, etc.
Support the implementation of new products and services, including negotiating legal documentation, ensuring successful delivery and client satisfaction.
Maintain a strong focus on credit and operational risk management, demonstrating diligence and professionalism at all times.
Demonstrate comprehensive understanding and compliance with the Bank's Anti-Money Laundering (AML) policies and procedures, promoting a culture of integrity and responsibility.
Strong emotional intelligence (EQ), with the ability to build positive working relationships.
Solid analytical skills with an interest in business and financial analysis.
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint. Knowledge Power BI is an asset.
Experience providing client support in a corporate or institutional environment is considered an asset.
Knowledge of payment systems and operations, such as wire payments, paper clearing, and the Canadian payments settlement system, is an asset.
Familiarity with credit administration processes (e.g., CAIRO) is an asset.
CFA, CTP) are highly desirable.
a master's degree is an asset.
Proficiency in French is an asset.
Our Commitment to Diversity, Equity, and Inclusion
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
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.
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
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. 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.
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.
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.
We do our best to communicate outcomes to all applicants by email or phone call.
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.
Language Requirement (Quebec only):