Analyst III, PWM Pricing

Work Location:

Toronto Ontario Canada

Hours:

37.5

Line of Business:

Business Management Strategy & Support

Pay Details:

$69700 - $98400 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 candidates 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

Private Wealth Management (PWM) Pricing is part of the dynamic PWM Solutions & Enablement team within PWM Strategy and Solutions. We are responsible for Investment Platforms Technology Operations and Digital Enablement for PIA PIC and FP ensuring alignment with business strategy profitable management of key flagship products and exceptional client and wealth advisor experiences. To deliver a best-in-class investment solutions platform we focus on product & pricing strategy development and management; ongoing advisor / product / pricing / process optimization; P&L management; and distribution support.

We are hiring for the position ofAnalyst Private Wealth Management (PWM) Pricingto help provide a broad range of pricing analysis reporting monitoring and support to the Wealth Advice lines of business. Reporting to the Senior Manager PWM Pricing accountabilities of the Analyst role include:

• Providing pricing support to advisors reviewing inquiries from the field on discount sharing charges and reviewing requests to cross-platform price households

• Reviewing pricing exceptions requests and providing recommendations to Pricing Review Committee for all discount requests based on industry benchmarks

• Acting as a subject-matter expert in support of Wealth projects including planning and executing on changes and updating processes and product features to adapt to regulatory changes and strategic initiatives

• Maintaining pricing information and other internal resources to reflect industry-wide best practices processes and policies

• Harmonizing and optimizing fee structures across channels to clearly differentiate advice offerings

• Developing frameworks to better understand detailed-level allocation of revenue compensation and expenses

• Supporting business growth by leveraging data to optimize pricing in advisors books and identify areas of opportunity to apply consistent pricing practices

• Providing ad hoc pricing data analysis and project support and developing analytical insights for senior management to facilitate changes in pricing processes

• Ensuring policies and procedures are accurate and up to date

Job Requirements

• Familiarity with wealth and investment management or experience in advice-channel pricing models and analytics

• Strong analytical skills and an ability to effectively provide concise recommendations in a positive manner

• Clear communication skills and comfort working with cross-functional teams colleagues partners and stakeholders

• Prioritization and time management skills with the ability to work independently and responsively in a changing and ambiguous environment

• Strong organizational skills and attention to detail

• Commitment to continuous learning and being a team player

• Driven to find creative solutions to complex problems

• Experience using data and analytics to support decision-making

Who We Are:

TD is one of the worlds 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 95000 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 69700 - 98400