Full-Time

Financial Analyst lll

Internal Controls team

Confirmed live in the last 24 hours

Deadline 7/31/25
TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

$68.6k - $112.3k/yr

Senior

Charlotte, NC, USA

In Person

Other locations mentioned include Greenville, South Carolina; New York, New York; and Cherry Hill, New Jersey, but the primary work location is Charlotte, North Carolina.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Bachelors degree or progressive work experience in addition to experience below
  • 5-7 years related experience required
  • In-depth knowledge of financial analysis, financial model-building and interpretive statistics
  • Ability to successfully plan, develop, lead, and execute projects
  • Ability to effectively interpret, select appropriate techniques, take independent action, communicate and follow-through
  • Strong communications skills, both written and verbal
  • Strong interpersonal and consultative communication skills with well-developed presentation skills
  • Ability to manage competing priorities effectively, making good decisions based on business priorities and objectives
  • Practical knowledge of financial analysis techniques and methodologies
  • Ability to employ complex analytical tools and statistics to perform analysis and forecasting of financial and other business information
  • Knowledge and understanding of budgeting and forecasting processes
  • Knowledge of accounting and the associated rules and regulations
Responsibilities
  • Conducts complex analysis as it applies to area of responsibility
  • Understands the whole financial function and the key business areas supported
  • Focus is on one or more components of results that have greater complexity (e.g., Expenses, Revenue, Volumes) or on complete results for a single line of business
  • May lead activities of unit, assigning, prioritizing and monitoring work
  • May resolve escalated issues and problems by conferring with staff
  • May provide training and mentoring for new and less experienced staff
  • Provides financial, analytical, planning, and forecasting expertise to assist in the development and completion of projects
  • May develop specialized analytical tools for project or ongoing use
  • May develop conclusions and courses of action to rectify discrepancies as well as analyses
  • Develops and analyzes key metric and plan variances and related information
  • May provide cost and product analyses
  • Develops analyses of performance and predictive data
  • Compiles and generates ad-hoc analytical reports
  • May develop financial analytical and forecasting models to test assumptions and predict results of business initiatives
  • May lead additional research efforts, applying expertise in financial analysis
  • May research and review details of business operating metrics and actively seeks to identify and promote new opportunities or products
Desired Qualifications
  • Experience supporting governance and control activities in Treasury, Change Management, Risk Management, Internal Control testing
  • Attention to detail, ability to prioritize, strong organizational skills, quality assurance and ability to partner with stakeholders are preferred skills associated with this role

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that clients receive tailored advice that evolves with their needs.

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

Company News

Stroock & Stroock & Lavan LLP
Jul 1st, 2025
TD Bank Completes US$2.0 Billion Senior Medium-Term Notes Offering

The Firm represented The Toronto-Dominion Bank (“TD”) in connection with its U.S. public offering of US$2.0 billion aggregate principal amount of its (i) US$1,000,000,000 4.574% Senior Medium-Term Notes, Series F, due 2028; (ii) US$700,000,000 4.808% Senior Medium-Term Notes, Series F, due 2030; and (iii) US$300,000,000 Floating Rate Senior Medium-Term Notes, Series F, due 2028 under its Medium-Term Notes program. The net proceeds from the offering will be used for general corporate purposes, which may include hedging TD’s obligations under the notes and/or funding of TD’s affiliate TD Securities (USA) LLC.

PRWeb
Jun 3rd, 2025
HostPapa Secures $130M Credit Facility

HostPapa, Inc. announced the closing of a $130 million senior secured credit facility led by BMO, with participation from TD, RBC, Citibank, and BDC. This facility replaces the previous one from TD and includes an uncommitted accordion option for additional capital. The funds will accelerate HostPapa's SaaS expansion, innovation, and acquisition strategy, supporting its vision to enhance customer lifecycle solutions. CEO Jamie Opalchuk highlighted the strong confidence from financial institutions.

GlobeNewswire
Feb 26th, 2025
FirstService Increases Credit Facility to US$1.75 Billion

TORONTO, Feb. 26, 2025 (GLOBE NEWSWIRE) -- FirstService Corporation (TSX: FSV; NASDAQ: FSV) (“FirstService”) announced today that it has expanded and...

Newswire
Feb 6th, 2025
Terrestar Solutions secures major funding round

Terrestar Solutions, a Canadian mobile satellite operator, has secured funding from TD Bank Group. The Montreal-based company plans to invest in a constellation of low-earth-orbit satellites to enhance communications capacity and services across Canada. This initiative aims to integrate satellite connectivity with terrestrial networks, ensuring nationwide coverage. Terrestar's Strigo brand will offer direct-to-mobile satellite services, supporting national interests and aiding first responders.

Newswire
Jan 28th, 2025
TD Bank Group to Issue NVCC Subordinated Debentures

/CNW/ - The Toronto-Dominion Bank ("TD" or the "Bank") today announced a domestic public offering of C$1 billion of medium term notes (non-viability contingent...