Full-Time

Analyst III

Wealth Advice Pricing

Posted on 2/15/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$65.6k - CA$98.4kAnnually

Mid, Senior

Toronto, ON, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Familiarity with wealth and investment management or experience in advice-channel pricing models and analytics
  • Strong analytical skills and an ability to effectively provide concise recommendations in a positive manner
  • Clear communication skills and comfort working with cross-functional teams, colleagues, partners, and stakeholders
  • Prioritization and time management skills with the ability to work independently and responsively in a changing and ambiguous environment
  • Strong organizational skills and attention to detail
  • Commitment to continuous learning and being a team player
  • Driven to find creative solutions to complex problems
  • Experience using data and analytics to support decision-making
Responsibilities
  • Providing pricing support to advisors, reviewing inquiries from the field on clawback charges, and reviewing requests to cross-platform price households
  • Reviewing pricing exceptions requests and providing recommendation to Pricing Review Committee for all discount requests based on industry benchmarks
  • Acting as a subject-matter expert in support of Wealth projects, including planning and executing on changes and updating processes and product features to adapt to regulatory changes and strategic initiatives
  • Maintaining pricing information and other internal resources to reflect industry-wide best practices, processes, and policies
  • Harmonizing and optimizing fee structures across channels to clearly differentiate advice offerings
  • Developing frameworks to better understand detailed-level allocation of revenue, compensation, and expenses
  • Supporting business growth by leveraging data to optimize pricing in advisors' books and identify areas of opportunity to apply consistent pricing practices
  • Providing ad hoc pricing data, analysis, and project support and developing analytical insights for senior management to facilitate changes in pricing processes
  • Ensuring policies and procedures are accurate and up to date

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

  • 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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