Analyst III, PWM Pricing

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Business Management, Strategy & Support

Pay Details:

$69,700 - $98,400 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:

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 of Analyst, Private Wealth Management (PWM) Pricing to 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 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):

Sans Objet