Manager, Wealth Advice Business Strategy

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:
$91,200 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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 base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

The Wealth Advice Business Strategy team within the Wealth Strategy Team provides business and financial insights, strategic planning, and business management coordination across the Financial Planning (FP) and Private Wealth Management (PWM) businesses. The team plays a key role in strategy development and implementing pan-FP and PWM business initiatives through data insights and executive reporting.

Role Overview

The Manager of Wealth Advice Business Strategy plays a pivotal role in shaping and executing strategic initiatives for the Wealth Advice line of business. This position leverages deep market insight and competitive intelligence to inform strategic planning, guide business decisions, and ensure sustainable competitive advantage.

Key Responsibilities

• Strategic Vision & Planning: Contribute to the development of long-term strategic goals through thought leadership and rigorous analysis, aligning with the broader Wealth and enterprise-wide strategies.
• Business Planning & Reporting: Support the annual planning cycle and lead the creation of quarterly and monthly performance reporting to ensure alignment with strategic priorities.
• Project Leadership: Lead end-to-end delivery of analytical and strategic initiatives, including scoping, stakeholder engagement, project management, and timely execution.
• Competitive Intelligence: Conduct in-depth market, competitor, and business environment analysis to identify trends, risks, and opportunities. Provide actionable recommendations to inform business direction.
• Insight Generation: Deliver forward-looking, evidence-based insights to proactively address market disruptions and evolving client needs.
• Cross-Functional Collaboration: Build and maintain strong relationships with stakeholders across Financial Planning (FP) and Private Wealth Management (PWM), balancing organizational priorities and sensitivities.
• Team Representation: Act as an ambassador for the Wealth Strategy team within and outside the department, ensuring alignment and visibility across initiatives.

Key Skills & Competencies

• Advanced analytical and problem-solving skills, with proficiency in Excel and PowerPoint
• Exceptional communication skills, both written and verbal
• Strong executive presence and ability to influence across senior leadership
• Strategic and conceptual thinker, comfortable working with ambiguity
• Highly organized, with the ability to manage multiple high-impact priorities simultaneously
• Practical and solutions-oriented mindset; project management experience is an asset

Qualifications & Experience

• 5-7 years of experience in financial services, ideally with exposure to corporate strategy, consulting, or business development
• Strong understanding of the wealth management landscape, particularly within the Mass Affluent (FP) and High Net Worth (PWM) segments, is advantageous
• Advanced degree or professional designation (MBA, CPA, CFA) preferred

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package
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. Learn more

Additional Information:
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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. 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.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet