Associate Vice President, Product Group Owner, Advice Transformation, Wealth Advice, TD Wealth

Description

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Reporting to the Vice President, Solutions and Enablement, the Associate Vice President, Product Group Owner, Advice Transformation leads the end‑to‑end transformation of Advice capabilities across Private Wealth Management (PWM) and Financial Planning (FP) by delivering net‑new and materially enhanced technologies through structured planning and execution within the TD Scaled Agile Framework, in close partnership with Solution & Enablement teams, Journey teams, GTS, and enterprise change partners for TD Wealth Canada.

Individual Role Accountabilities

• Own the strategic roadmap and delivery of all Advice‑specific technology capabilities across PWM and FP, including the creation of net‑new platforms and the material evolution of existing capabilities, ensuring alignment to Wealth strategy and business outcomes.

• Accountable for end‑to‑end technology transformation planning and execution for Advice, operating within the TD Scaled Agile Framework to sequence, fund, and deliver multi‑year transformation initiatives in partnership with Solution & Enablement teams, Journey teams, GTS and other enterprise teams.

• Lead cross‑Journey and cross‑LOB coordination for Advice transformation, resolving dependencies and conflicts across Wealth Journeys, shared platforms, and enterprise technology to ensure coherent, integrated delivery.

• Own the transformation of advisor workflows and operating models enabled by technology, ensuring new capabilities materially change how Advice is delivered—not simply enhance existing tools.

• Drive the enablement of Gen AI and Agentic AI capabilities for PWM and FP, including business ownership of use cases, prioritization, delivery alignment, and adoption in partnership with control partners and Wealth National Office.

• Leads the majority of the strategic direction and roadmaps of the Advice Journey outside of Acquisition capabilities

Shared Responsibilities

• Shared accountability with the Vice President, Solutions and Enablement, Executive Journey Product Owner, for Advice transformation priorities, roadmap alignment, funding direction, and business outcome delivery.

• Joint decision-making with Journey Product Owners, GTS, Architecture, and enterprise delivery partners on sequencing, dependencies, release scope, and execution trade-offs across Advice capabilities.

• Shared responsibility with Wealth National Office, control partners, Risk, Compliance, Legal, Privacy, and Governance teams for the prioritization, design, and adoption of Gen AI and Agentic AI use cases within approved risk and control frameworks.

• Partner with business leaders across PWM, FP, Servicing, and other Wealth journeys to align transformation priorities, resolve cross-functional impacts, and ensure enterprise initiatives are implemented in a coordinated manner.

• Shared people leadership and operating model accountability across product, business analysis, and enablement teams to ensure consistent prioritization, execution discipline, and capability adoption.

Skills, Education & Experience

• Minimum of 10 years of experience delivering technology capabilities within Advice businesses.

• Strong leadership experience in wealth management, advice enablement, product ownership, strategy, and large-scale business / technology transformation.

• Deep knowledge of advisor workflows, existing and future advisor technology platforms, operating models, and the Wealth Advice business across PWM and FP.

• Proven experience leading complex, cross-functional initiatives within Advice via agile or scaled agile delivery environments, including roadmap development, prioritization, and execution oversight.

• Experience managing large portfolios, cross-enterprise stakeholders, and multidisciplinary teams including product owners, business analysts, and enablement resources.

• Strong strategic thinking, communication, change leadership, and stakeholder management skills, with the ability to influence senior leaders and drive alignment across business and technology teams.

• Undergraduate degree in business, finance, technology, or a related field; equivalent experience in wealth, product, strategy, or transformation leadership may be considered.

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.

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