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Pay Details:

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:

TD Direct Investing provides self-directed investors with access to the tools, resources, education, and support to confidently manage their wealth. Clients can access TD Direct Investing services through a variety of channels, including our industry-leading online and mobile platforms, licensed representatives available by phone Monday to Friday, 7 a.m. to 10 p.m. ET, and support at TD branches across Canada.

Reporting to the Senior Manager, DI Education Delivery & Strategic Initiatives, the Analyst, Strategic Initiatives will support the planning, coordination, execution, and measurement of strategic initiatives across HNW Franchising & Support, Community Activations, Client Education Delivery, and other assigned business priorities.

KEY ACCOUNTABILITIES

CUSTOMER

• Provide research, evaluation, operational, reporting, and analytical support in a timely manner.
• Develop and maintain business metrics, performance reporting, scorecards, and business insights to support decision-making.
• Conduct ongoing analysis, evaluation, and review of business performance, processes, and strategic initiatives.
• Support the development of presentations, communications, and executive reporting.
• Coordinate meetings, working groups, events, and stakeholder engagement activities.
• Support strategic initiatives that deepen HNW client relationships, strengthen franchise performance, and improve business outcomes.
• Support community activation and financial literacy initiatives through event coordination, vendor management, budget tracking, and post-event reporting.
• Analyze program and business performance data, including workshop attendance, financial literacy session results, community activation outcomes, and stakeholder feedback, to identify trends, generate insights, and support data-driven decision-making.
• Translate data and performance metrics into meaningful stories, recommendations, and executive-ready reporting that informs strategy, demonstrates impact, and supports future planning.
• Partner with stakeholders across Wealth, Direct Investing, Marketing, Analytics, Risk, Compliance, and other business groups to support initiative execution.

SHAREHOLDER

• Support the HNW performance ecosystem through reporting, scorecards, business insights, governance activities, controls management, and performance monitoring.
• Contribute to operational activities including reporting, process documentation, tracking, analysis, onboarding, invoice processing, and procedural support.
• Support governance, compliance, and risk management activities, including the maintenance of operating procedures, controls, and management handbooks.
• Identify opportunities to improve processes, strengthen controls, and enhance operational effectiveness.
• Remain informed of emerging issues, industry trends, and business developments.
• Adhere to enterprise frameworks and methodologies related to business management activities.

EMPLOYEE / TEAM

• Continuously enhance knowledge and expertise within assigned business areas.
• Prioritize and manage workload to deliver quality results and meet assigned timelines.
• Support a positive work environment that promotes service, innovation, teamwork, and accountability.
• Establish effective relationships across business, technology, and project teams.
• Participate in knowledge transfer and information sharing within the team.
• Identify opportunities to improve productivity, effectiveness, and operational efficiency.

BREADTH & DEPTH

• Provide specialized analysis, non-standard reporting, scorecard support, and operational support.
• Support strategic initiatives across HNW Franchising & Support and Community Activations.
• Provide guidance and assistance to internal partners on a broad range of business processes.
• Independently deliver assigned initiatives with direction from management.
• Carry out work with moderate complexity requiring short- to medium-term focus.
• Flexibility to travel and support community events, activations, educational engagements, and business meetings as required.
• Availability to work occasional evenings and weekends to support activations, events, and business initiatives.

EXPERIENCE & EDUCATION

• Undergraduate degree.
• 2-3 years relevant experience.
• Demonstrated ability to analyze data, identify trends, and translate insights into actionable recommendations and compelling business narratives.
• Experience preparing reporting, business insights, and presentations that support strategic decision-making is considered an asset.
• Strong analytical and problem-solving skills.
• Strong PowerPoint and Excel skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and stakeholder relationships in a fast-paced environment.
• Knowledge of Wealth Management, Direct Investing, community engagement, or financial services is considered an asset.

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):