Senior Analyst, Advice Insights & Analytics [Td Bank]

Hours37.5Workplace ModelOnsitePay Details

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Department OverviewTD Wealth Advice is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Private Investment Advice, Private Investment Counsel, Financial Planning, Private Banking, Private Trust, Wealth Insurance and Wealth Advisory Services.

As a member of the BI & Insights team, the Senior Analyst, Insights & Reporting will provide business insight and consultative support to guide field and business leaders in strategic decision making. This includes building and managing relationships with internal partners and the advice field to support and grow the business.

Specifically, The Senior Analyst Will Be Accountable For The Following

Job DetailsThe Senior Analyst is responsible for working with Advice leaders to develop, prioritize and champion data information requirements based on business priorities and strategies. The Senior Analyst will work with the Manager to ensure Advice reporting needs are met, including leveraging the data to develop analytics and insights that provide business specific or broad strategic insight.

• Build and manage relationships with partners and stakeholders to develop, prioritize, and champion Advice reporting requirements
• Effectively manage stakeholder expectations related to project time and scope of deliverables
• Interpret and present analytic insights and data using visualization to illustrate business insights
• Work closely with business partners to gain deep understanding of the business and relevant objectives to contribute to the strategic direction of the Advice businesses
• Provide suggestions, ideas, and opportunities to support business needs
• Educate, train and build awareness with business partners on how to interpret the data and analytics to drive decision making that will move the business forward
• Partner across PWM and FP business leads to develop requirements and strategy for scorecards and dashboards
• Generate insights and identify opportunities to help drive business growth or address business/enterprise needs
• Represent Advice as an analytics and insights professional and key resource

Make recommendations for new business or operational strategies based on analysis and insights Job Requirements

• Undergraduate degree
• Graduate degree is an asset

5 years business analysis experience

Additional InformationThe Successful Candidate Must Have

• Wealth management industry experience is an asset
• Proficiency in Microsoft Office with the ability to translate data into a meaningful and visual story
• Ability to exercise sound judgment in making decisions
• Ability to develop and manage relationships with multiple stakeholders – both internal and field facing
• Strong project management skills
• Creative problem solver who is solutions focused
• Excellent verbal, written communication, and data presentation skills
• Database management an asset
• Experience with requirements analysis is an asset
• Ability to work successfully as a member of a team and independently
• Ability to synthesize complex information and translate into actionable insights and strategy
• Self-starter, takes ownership and is results-oriented
• Skill in using analytical software tools, data analysis methods and reporting techniques
• Ability to influence and impact stakeholders

Demonstrated understanding of the wealth management industry and current trends

Company OverviewOur Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority

A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes … because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work

At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.

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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

InclusivenessOur Commitment to Diversity, Equity, and Inclusion

At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We're Helping Make An Impact In Communities

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Accommodation

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We look forward to hearing from you!