Full-Time

Associate Director

TD Innovation Partners

Updated on 3/14/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$91.2k - CA$136.8kAnnually

Mid, Senior

Toronto, ON, Canada

Category
Commercial Banking
Risk Management
Finance & Banking
Required Skills
Risk Management
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • An undergraduate or graduate degree in Business, Economics, Finance, or other quantitative discipline. MBA, CPA, or CFA would be an asset.
  • Minimum of 3-5 years of previous experience in Commercial Banking, finance, or accounting.
  • Experience in the technology ecosystem will be advantageous.
  • Strong team player, who can work independently and enjoys a dynamic fast paced environment.
  • Excellent communication and organization skills.
  • Previous experience in modelling and Excel.
  • Ability to travel as required.
Responsibilities
  • Managing a portfolio of technology banking clients.
  • Owning the credit underwriting and due diligence process including the overall preparation of financial models and credit and principal investment applications.
  • Assisting the Director Capital Solution and Relationship Manager with growing the portfolio by structuring competitive financing packages while maintaining a balanced view on risk mitigates and credit quality.
  • Engaging in client meetings with Relationship Managers to understand due diligence and make recommendations to internal and external decision makers.
  • Assessing credit risk is in compliance with applicable internal and external requirements (e.g. financial controls, risk policies) to increase profitability and enable business growth.
  • Recommending credit applications to Directors and Risk Management.
  • Mentoring and assisting the Associates in monitoring and control activities of the portfolio, which include financial covenant tracking, internal bank tracking reports and ensuring the portfolios are managed against overall bank set targets.
  • Staying informed about market conditions and industry developments to contribute insights that enhance the bank's position in the technology sector.
  • Working and collaborating in a fast-paced entrepreneurial environment and ensuring client expectations are met/exceeded.
Desired Qualifications
  • MBA, CPA, or CFA would be an asset.
  • Experience in the technology ecosystem will be advantageous.

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. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, 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

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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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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