Finance Planning & Analysis Analyst H/F

Finance

69,700 - $98,400 CAD

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. The W ealth Management Finance department is accountable for the major financial functions of TDBG's wealth management business, providing: business planning, financial analysis, measurement, valuation and risk assessment. The Wealth Finance team works closely with the business and TDBG's centralized financial expertise (e.g. accounting, reporting, taxation) to provide quality expertise and advice to their Wealth Management clients, consistent with overall TDBG's financial strategy and objectives. As part of TD Wealth Finance, the TDAM Finance team provides dedicated support to TD Asset Management and TD Epoch covering more than 900 employees.
Reporting to the Senior Group Manager Wealth Finance, this role will support the TDAM business and will be responsible for developing and providing value-added management reporting and financial support to the TDAM business. The position will support both the Reporting function, and the Forecasting and Planning function, within TDAM Finance.
Participate in the production of detailed monthly management reporting and close processes, including the development of ongoing process and quality enhancements
Prepare monthly analysis and reporting for TDAM P&L, assets under management (AUM), mutual fund flows, and provide business insight on key drivers and developing trends
Provide value-added financial analysis and advisory support to business partners to develop and execute strategic initiatives. This includes the preparation of financial analyses and business cases, presentation decks or conducting Finance presentations to business partners as required
Contribute to the annual financial planning and quarterly forecasting processes for TDAM
University/College education with a focus on Finance, Accounting, Commerce or Business
Understanding of TD Wealth business would be an asset
Hyperion 11 SmartView, EPM, OAC, would be an asset
Proficiency and experience in MS Excel and PowerPoint
Highly motivated team player who can take the lead in completing projects and tasks from start to finish
Strong business acumen, analytical and conceptualization skills and the ability to identify and implement process improvements.
Strong communication and teamwork skills to work with finance and business partners, and understand & manage the relationships with business partners
Product knowledge and/or business experience within wealth management or asset management industries would be an asset
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. 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. 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):