Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$155,000 - $215,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview
The Wealth Strategy team supports TD's Global Wealth businesses. The team is responsible for providing strategic thought leadership and decision support to the Wealth and Insurance Group Head and the Wealth Operating Committee. Wealth Strategy focuses on strategic business planning, identifying and framing growth opportunities, including cross-business synergies, while better contextualizing the competitive landscape. The team is responsible for providing forward-thinking, fact-based analysis, implementation-ready strategies and tactics that enable and strengthen TD Wealth's competitive advantage. This is a highly visible role, collaborating directly with senior executives to evaluate short, medium, and long-term strategic priorities facing the wealth suite of businesses.

This role is accountable for pan-Wealth strategy development and governance at the segment level, including the aggregation of strategy across lines of business and the definition of strategies for segments and themes that cut across the wealth businesses. The function acts as forward-thinking advisors for the Wealth business via three pillars: Strategic Planning, Competitive Intelligence, and Forward-Thinking Guidance.

Key Responsibilities

1. Own Wealth-level strategic direction and governance (segment-level, cross-LOB)

• Own the definition, articulation, and governance of Wealth-level strategic direction.
• Lead the segment strategic planning process, including Wealth business plans, multi-year priorities, strategic option framing, and enterprise-facing articulation of the Wealth growth and performance agenda.
• Lead the annual pan-wealth strategy planning process, while ensuring strategic alignment is achieved and delivered across multiple lines of business.
• Own Wealth-level strategy, including business plans and multi-year priorities.
• Own the formal articulation and governance of Wealth-level objectives and OKRs. Ensure that the segment's objectives are clear, coherent, measurable, and usable as a management tool rather than a broad narrative construct.
• Responsible for crafting and delivering quarterly summaries on progress against strategy realization to the Group Head and to members of the Board.
• Inform business investment prioritization that will position the business for future growth.
• Provide strategic oversight of realizing, supporting, and evolving the over-arching Wealth strategy across the wealth businesses, with emphasis on segment-level direction rather than defining individual line of business strategies.

2. Lead executive narrative and the quality of strategic artifacts

• Own the preparation and quality of key executive strategy artifacts, including annual business plans, Board materials, SET materials, CEO scorecards, earnings-related support, and strategic briefing materials for the Group Head and senior leadership team.
• Lead strategic planning and enterprise-facing narrative (Board, SET, CEO materials).
• Support Quarterly Earnings presentations including preparation of MOR and QBU materials, and support on key messages for the quarterly analyst call.
• Deliver on Wealth Strategy initiatives supporting the Group Head and Wealth Operating Committee, offsites, Board and other discussion forums.
• Leads sensitive agendas effectively with senior leaders across the enterprise, demonstrating superior judgement.

3. Provide forward-looking guidance and competitive intelligence

• Provide forward-looking strategic perspective on competitive trends, industry shifts, client behavior, regulation, and macro developments relevant to Wealth.
• Inform on-going projects through a deep understanding of competitive trends and practices to sustain and amplify competitive advantage.
• Ownership of pivoting and suggesting changes to strategy across Wealth based on economic climate.
• Facilitate development of Wealth strategy through relevant deep dives and insights; act as a catalyst for change by facilitating appropriate discussions with senior executives.

4. Support major segment-level strategic matters and decisions

• Lead strategic support for major strategic matters, including M&A framing, segment-level strategic reviews, and other material strategic choices affecting Wealth.
• Support major strategic decisions, including M&A and segment reviews.
• Support potential business ventures and evaluate strategic priorities facing the wealth suite of businesses.

5. Build strong enterprise partnerships to translate strategy into action

• Establish relationships and collaborate with stakeholders across the Bank taking into consideration competing priorities and organizational sensitivities.
• Partner with Business Architecture to ensure strategic priorities can be translated into coherent operating-model implications.
• Partner with PMAG to ensure priorities and OKRs inform portfolio decision-making and resource allocation.
• Partner with Data to ensure strategic reporting, executive metrics, and OKR measurement are decision-grade.
• Support the VP and senior Wealth leaders in enterprise discussions and major external-facing strategic moments.

6. Lead within Strategy as a true strategy and planning capability

• Act as the lead executive within Strategy, ensuring the function operates as a true strategy and planning capability rather than a reactive support pool.
• Establish a culture of high performance and lead colleagues through formal and informal means.
• Serve as an ambassador of the pan-wealth strategy team and business enabler, leading confidently across a diverse set of priorities.

Qualifications and Experience

• Post-graduate education (e.g., MBA) and/or business designation (CFA/CPS/CMA) is required.
• 7-10 years in a senior wealth management or corporate strategy role is desirable.
• Advanced knowledge of and ability to conduct industry/business research, industry/business analysis, forecasting, and competitive intelligence.
• Extraordinarily strong analytical and critical thinking skills.
• Strong presentation and facilitation skills and strong interpersonal and leadership skills to work with senior management at all levels.
• Strong purposeful project management skills; well organized, with high diligence.
• Ability to manage significant ambiguity and constantly changing circumstances in a challenging environment; champion of collaboration.
• Toronto based.

Leadership Skills and Behaviours

• Think beyond planning cycles and look ahead to where Wealth needs to go.
• Bring judgment, not just synthesis.
• Be concise, commercially grounded, and decision-oriented.
• Maintain high standards for narrative quality and strategic coherence.
• Challenge where work is tactical but presented as strategic.
• Lead with enterprise awareness and segment-level perspective.
• Have a point-of-view and be flexible enough to change it based on new information, analysis and/or incorporating a distinct perspective.
• Create a high energy work environment focused on achieving results while valuing strong process and risk management; take calculated risks and learn quickly.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet