Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:
$108,800 - $163,200 CAD

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 Financial Planning Strategy & Solutions team is responsible for defining and executing against the 5-year strategy and growth aspirations of the TD Wealth Financial Planning business. The team provides central strategy and support for over 1,100 Financial Planners located in TD branches, Wealth hubs and over the phone, delivering:

• 5-year vision and leadership of key strategic initiatives for TD Wealth Financial Planning
• Programs and initiatives to drive acquisition, client retention, sales effectiveness, four pillar financial planning and legendary client experiences through our Financial Confidence by Design Strategy
• Thought Leadership and continuous delivery of improved end-to-end experiences for both Financial Planners and clients
• Enablement towards growth of TD's virtual Financial Planning offering

Job Description

One of the key accountabilities of the Financial Planning Strategy & Solutions team is to create and deliver the overall vision and implementation of Products and Services offerings for the Financial Planning business. This role contributes to the business strategy through managing special projects extending across multiple teams within the Financial Planning Strategy & Solutions team.

Reporting to the VP, Financial Planning, the Senior Manager, Model Design and Optimization will act as a strategic partner and transformation leader. This role will serve as a trusted advisor and executive liaison, driving initiatives that optimize business models and enable organizational change across multiple segments. The incumbent will ensure alignment with enterprise priorities and bridge leadership vision with operational execution.

Primary Accountabilities

• Lead initiatives that optimize business models across Field, Off Source, and Direct business segments.
• Drive organizational change and ensure alignment with enterprise priorities.
• Bridge leadership vision with operational execution, fostering adoption and sustainment of transformation strategies.
• Develop and execute the model design and optimization roadmap, including communication strategies for stakeholders.
• Monitor implementation of initiatives and regularly communicate progress to leadership and stakeholders.
• Serve as a strategic transformation champion, acting as a trusted advisor and executive liaison between SVP, VP, and Region Heads.
• Provide day-day oversight of strategic outcomes, owning materials and collateral to support regular executive update meetings and progress, coordinating with stakeholders on upcoming deliverables, proactive status reporting to Senior Management.
• This role would interact across the organization, both within Wealth and with other OneTD partners, as well as participate in various ad-hoc working committees as a delegate for the FP business.
• Build strong, effective relationships with key business partners across units, including Business Architecture, Technology, Compliance, Legal, Risk Management, and other lines of business.

Job Requirements

• Undergraduate or graduate degree in business; MBA is an asset.
• Financial Planning field experience and leadership background.
• Relevant change management certifications are an asset.
• 10+ years of experience in project or transformation environments.
• Advanced knowledge of change management principles, methodologies (e.g., ADKAR, Prosci), product management, and business transformation.
• Strong understanding of risk management standards and regulatory environments.
• Proven ability to influence and negotiate with executive-level stakeholders.
• Sound judgment and discretion in handling confidential information.
• Strong collaboration and communication skills, both written and verbal.
• Demonstrated ability to build relationships and drive outcomes through positive influence.

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 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 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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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