Full-Time

Senior Specialized Finance Manager

Confirmed live in the last 24 hours

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$108k - CA$163.2k/yr

+ Variable Compensation Award

Senior

Toronto, ON, Canada

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Business Strategy
Data Analysis
Financial Modeling
Requirements
  • Must have a high degree of numeracy and be comfortable with financial analysis and financial institutions.
  • Strong communicator with excellent written and oral communication skills, capable of managing multiple stakeholders.
  • Demonstrated ability to consolidate a large amount of information into clear and concise messages.
  • Experience constructing complex financial models with thorough knowledge of the meaningful financial drivers for banks and financial institutions.
  • Demonstrated knowledge of key finance issues (e.g. accounting, treasury, tax, capital).
  • Demonstrated creativity in problem solving and structuring solutions.
  • Demonstrated ability to manage complexity, including multiple projects, and meet challenging timelines.
  • Demonstrated business acumen, including ability to extract key messages from financial analysis, in developing and presenting solutions/alternatives.
  • Demonstrated maturity, presence, and collaboration in dealing with a variety of stakeholders.
  • Must have an undergraduate degree in business, accounting, mathematics, economics or a related field with high numeracy content, or an MBA.
Responsibilities
  • Build a good understanding of internal and external business drivers impacting Segments and the competitive environment.
  • Execute quantitative and qualitative analysis to support the discovery of valuable insights, in conjunction with the businesses, Segment Finance, and other internal partners to inform strategic decisions, quantify impacts and consider risks and opportunities.
  • Proactively seek out and summarize for senior management consumption, insightful industry and competitive trends that could impact TD.
  • Support the Total Bank management reporting process which involves communicating with stakeholders, developing and preparing presentation material, assigning the preparation of material to members of the EDS team and analyzing and communicating trends as needed.
  • Prepare detailed competitive read through materials on each peer and provide comparative analytics to TD's performance.
  • Address ad hoc requests and special assignments from senior executives related to the Bank's financial or management results, earnings release and competitor analysis. Draft presentations in a timely manner that clearly communicate insights derived.
  • Assist with construction of detailed financial models for both TD and key competitors capable of performing historical and forward-looking analysis, sensitivities and quantifying enterprise level impacts.
  • Develop an in-depth understanding of key model drivers and assumptions, own changes to model outputs, provide insightful summaries and identification of trends from relevant research and publications.
  • Support the development of the Bank's strategy, annual planning processes and quarterly forecasting processes as needed.
  • Promote a positive work environment that encourages productivity, innovation, creativity, and teamwork. Assist with mentoring junior staff and the development of team members.
  • Collaborate closely with internal partners including but not limited to the businesses, Segment Finance, Investor Relations, Enterprise Capital Management, Finance Operations, Corporate Development, Tax and the Chief Accountant's team.
Desired Qualifications
  • CA and/ or CFA designations preferred.

TD Bank provides wealth management services to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals and circumstances through a detailed discovery process. This process includes creating a Wealth Personality™ profile, which informs the development of a personalized wealth plan tailored to individual needs. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD emphasizes a personalized, goals-based strategy that evolves with clients' lives, ensuring that the advice and solutions provided are relevant and customized.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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