Full-Time

Analyst III

Wealth Advice Pricing

Posted on 2/15/2025

TD Bank

TD Bank

10,001+ employees

Offers banking and financial services

Fintech
Financial Services

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

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 offers a variety of banking services for individuals, businesses, and corporations, primarily in North America. Its main services include personal banking, business banking, and wealth management, which encompass checking and savings accounts, credit cards, loans, mortgages, and investment products. Clients can manage their finances easily through digital banking solutions, including online banking and mobile apps that provide features like bill pay, mobile deposits, money transfers, and card management. Unlike many competitors, TD Bank focuses on a broad range of services catering to both everyday consumers and large enterprises. The goal of TD Bank is to provide accessible and comprehensive financial services to meet the diverse needs of its clients.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts TD Bank's innovation in user experience.
  • AI integration in banking enhances TD Bank's customer service and satisfaction.
  • Fintech partnerships enable TD Bank to offer competitive and innovative services.

What critics are saying

  • Rising interest rates may impact TD Bank's loan growth and profitability.
  • Increased competition from fintech could erode TD Bank's digital market share.
  • Regulatory scrutiny may lead to higher compliance costs for TD Bank.

What makes TD Bank unique

  • TD Bank's investment in Terrestar Solutions enhances its telecommunications sector presence.
  • The bank's digital solutions offer comprehensive online and mobile banking services.
  • TD Bank's focus on sustainability aligns with growing green finance trends.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

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...

GlobeNewswire
Dec 2nd, 2024
AirBoss Announces New Credit Facilities and Update On Strategic Transition

NEWMARKET, Ontario, Dec. 02, 2024 (GLOBE NEWSWIRE) -- AirBoss of America Corp. (TSX: BOS) (OTCQX:ABSSF) (the “Company” or “AirBoss”) today announced that...

Monitor Daily
Sep 27th, 2024
TD Bank Appoints Bregenzer and Gateman as Co-Heads of U.S. Commercial Banking

TD Bank appointed Andy Bregenzer and Jill Gateman as co-heads of U.S. commercial banking.

CityNews
Sep 19th, 2024
TD CEO to retire next year, takes responsibility for money laundering failures

TD Bank Group, which is mired in a money laundering scandal in the U.S., says chief executive Bharat Masrani will retire next year.