Tell us your story. Don’t go unnoticed. Explain why you’re a winning candidate. Think “TD” if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here’s our story: jobs.td.com

TD Direct Investing is Canada’s largest direct investing brokerage, empowering over 1 million self-directed investors and traders with its full spectrum of powerful solutions and innovative tools to manage their investments with ease and confidence. As a member of the TD Direct Investing Product, Strategy & National Office team, you have the opportunity to work with results-oriented, curious, innovative, and adaptable people who share your passion to help our clients, and one another, to succeed

Reporting to Senior Manager, Strategic Insights & Analysis, this role will help drive and support TD Direct Investing’s strategic client engagement and acquisition initiatives in analytical, process development, and execution capacities. This role will primarily focus on providing data-driven insights and decision support to various business initiatives, acquiring data in support of such work, as well as helping to develop and execute robust processes and procedures.
Key accountabilities include:

• Perform, leverage, and evolve DI’s client segmentation to create and support targeted organic growth initiatives, client engagement tactics, and business value proposition enhancements
• Lead organizational change and support various strategic initiatives, business process improvements, and run-the-business workstreams
• Problem structuring with a view to derive actionable insights to improve DI’s business performance, client acquisition, client engagement, platform experience and products / services
• Stakeholder management to manage intake of new problem statements and proactive identification of potential opportunities. Prioritization of requests coming from stakeholders by quickly assessing business benefits vs complexity and well-structured & timely communication to stakeholders.
• Lead the preparation of structured data analysis and insights, often in ambiguous and time-sensitive circumstances, and be able to summarize key insights into a coherent, concise executive communication.
• Collaborate with partners in Data & Analytics teams across Wealth, Marketing, and Phone Channel to interpret and understand complex business issues and develop innovative data-driven insights and solutions.
• Build authoritative understanding of DI business results and underlying drivers based on client segments across multiple dimensions such as demographic, relationship, geographic, platform, and behavioral traits.
• Apply expertise in querying various DI and pan-Wealth data-sources to obtain relevant data to enable deeper analysis and the generation of value-added insights
• Lead the development, execution, and control of business KPI analysis and reporting, campaign fulfillment, and non-standard pricing processes
• Enhance the team’s data capability through the acquisition of novel datasets, construction of new data marts, and knowledge-sharing with colleagues.

• Contribute to a culture of continuous improvement (through process improvements, automation, improved documentation, etc.)

• Knowledge of the wealth management industry in Canada and/or the US, ideally with familiarity or hands-on experience with self-directed investing platforms
• Post-secondary undergraduate degree, preferably with analytics, mathematics, business/accounting , engineering, or computer science focus
• Post-undergrad work experience in business/product roles, finance/accounting, and/or analytics/data science
• Experience with data extraction, manipulation, and visualization tools (e.g. SQL, Python, Alteryx, Tableau) preferred
• Proficiency in Excel and PowerPoint, including experience developing business documents and executive presentations with clear, compelling communications
• Ability to understand business questions and issues, think strategically, synthesize information quickly
• Ability to communicate clearly and concisely
• Comfortable in operating in a dynamic, fast-paced, and sometimes ambiguous environment
• Ability to independently manage deadlines while multitasking between different projects

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.