Strategy & Planning Specialist

Work Location

Toronto, Ontario, Canada

Hours

35

Line of Business

Business Management, Strategy & Support

Pay Details

$94,000 - $132,700 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

POSITION OVERVIEW

The Strategy & Planning Specialist is a high-impact individual contributor embedded within PCA's Strategy & Planning function. This role serves as the analytical and strategic backbone for the channel, synthesizing insights from across the organization to support executive decision-making on PCA's growth, profitability, and client experience agenda.

A critical dimension of this role is its partnership model. Rather than owning performance management directly, the Specialist works in close collaboration with PCA's Performance Management function as well as key enterprise partners in data analytics, finance, product, pricing, and underwriting to ensure strategic plans are grounded in rigorous data and commercially sound assumptions. The Specialist connects these inputs into cohesive channel strategy and translates them into executive-grade communications and roadmaps.

This role requires an unusual blend of quantitative literacy, strategic thinking, and relationship-building-someone who can navigate a complex partner ecosystem, extract the right insight from the right team, and synthesize it all into a clear, compelling, and actionable strategic picture for PCA's leadership.

KEY ACCOUNTABILITIES

1. Channel Strategy Development & Execution Planning

• Lead the ongoing development and refinement of PCA's channel end-to-end strategy, covering growth, retention, client experience, and bank reciprocal value generation
• Manage and evolve the 24-month rolling execution roadmap, ensuring strategic priorities are sequenced, owned, and tracked against milestones
• Support the annual planning cycle including strategic refresh, initiative prioritization, capacity planning, and budget alignment
• Conduct strategic assessments across PCA's six functional areas: new business, account management, appraisal services, employee enablement, strategy & planning, and performance & operational excellence
• Model and evaluate go-to-market scenarios including AMG integration pathways, affinity channel expansion, and new client segment acquisition strategies

2. Cross-Functional Partner Collaboration

• Serve as the primary strategy liaison to PCA's core enterprise partners-data analytics, finance, product, pricing, and underwriting-ensuring their insights are integrated into PCA's strategic plans and business cases
• Work closely with the Performance Management function to align on channel KPIs, interpret performance variances, and ensure strategic recommendations are grounded in current channel performance data
• Partner with data analytics to access, validate, and synthesize the quantitative inputs required for strategic modelling, segmentation analysis, and initiative impact projections
• Engage finance and underwriting partners to stress-test assumptions in business cases, validate GWP projections, and ensure COR and profitability implications are accurately modelled
• Collaborate with product and pricing teams to incorporate market signals, competitive intelligence, and portfolio dynamics into PCA's strategic planning cycle
• Build and maintain trusted working relationships across partner functions, operating with credibility and influence in environments where formal authority is limited

3. Strategic Performance Interpretation & Insight

• In partnership with the Performance Management team, interpret trends in GWP, COR, NIAT, LEI, RRC, client retention, and LEI to surface strategic risks and opportunities
• Develop and deliver strategic narratives that translate performance data into actionable channel-level recommendations for senior leadership
• Conduct competitive intelligence and market research relevant to the HNW personal lines segment in Canada
• Support the design and maintenance of PCA's north star metrics framework in collaboration with Performance Management and data analytics partners
• Maintain PCA's prioritization matrix, ensuring initiatives are evaluated against profitability impact, strategic fit, feasibility, and timeline

4. Executive Stakeholder Support & Communications

• Prepare high-quality materials for senior and executive audiences-strategy reviews, board updates, business case presentations, and QBRs
• Serve as a thought partner to PCA's senior leadership team, proactively identifying strategic risks and emerging opportunities
• Coordinate cross-functional strategic initiatives and ensure alignment with bank-level enterprise priorities
• Support the channel's governance model, including initiative tracking, decision logs, and OKR alignment

QUALIFICATIONS & EXPERIENCE

Required

• 5-8 years of experience in strategy, business planning, or management consulting, ideally within financial services or insurance
• Demonstrated experience working across multiple functional partners (finance, analytics, product, pricing) to build integrated strategic recommendations
• Strong command of P&C insurance economics including GWP, COR, NIAT, loss ratio, and profitability levers
• Advanced analytical literacy; ability to engage credibly with data analytics and finance teams, interpret model outputs, and translate quantitative findings into strategic narrative
• Exceptional written and verbal communication skills; ability to synthesize complex, multi-source information into compelling executive materials
• Proven ability to influence without direct authority across a complex, matrixed partner ecosystem
• Undergraduate degree in Business, Finance, Economics, or a related field

Preferred

• Experience in high-net-worth or affluent client segments within personal lines property and casualty insurance
• Familiarity with bank-owned insurance distribution models and affinity channel dynamics
• Knowledge of AMG structures and integration strategy within bancassurance environments
• MBA or professional designation (CIP, FCIP, CFA, or equivalent)
• Experience working within a subsidiary of a major Canadian bank or financial institution

Who We Are

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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.

Language Requirement (Quebec only)

Sans Objet

We look forward to hearing from you!

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