Description
One of the key accountabilities of the Financial Planning Strategy & Solutions team is to create and deliver the overall vision and implementation of Products and Services offerings for the Financial Planning business. This role contributes to the business strategy through managing special projects extending across multiple teams within the Financial Planning Strategy & Solutions team.
Reporting to the VP, Financial Planning, the Senior Manager, Strategic Growth & Initiatives will act as a strategic partner and transformation leader. This role will serve as a trusted advisor and executive liaison, driving initiatives that optimize business models and enable organizational change across multiple segments. The incumbent will ensure alignment with enterprise priorities and bridge leadership vision with operational execution.
Primary Accountabilities
Lead initiatives that optimize business models across Field, Off Source, and Direct business segments.
Drive organizational change and ensure alignment with enterprise priorities.
Bridge leadership vision with operational execution, fostering adoption and sustainment of transformation strategies.
Develop and execute a strategic roadmap for financial planning models, aligned to business growth priorities, and communicate insights and recommendations to key stakeholders.
Monitor implementation of initiatives and regularly communicate progress to leadership and stakeholders.
Serve as a strategic transformation champion, acting as a trusted advisor and executive liaison between SVP, VP, and Region Heads.
Provide day-day oversight of strategic outcomes, owning materials and collateral to support regular executive update meetings and progress, coordinating with stakeholders on upcoming deliverables, proactive status reporting to Senior Management.
This role would interact across the organization, both within Wealth and with other OneTD partners, as well as participate in various ad-hoc working committees as a delegate for the FP business.
Build strong, effective relationships with key business partners across units, including Business Architecture, Technology, Compliance, Legal, Risk Management, and other lines of business.
Job Requirements
Undergraduate or graduate degree in business; MBA is an asset.
Financial Planning field experience and leadership background.
Relevant change management certifications are an asset.
10+ years of experience in project or transformation environments.
Advanced knowledge of financial planning strategy, business model evolution, and product considerations within large, complex organizations.
Strong understanding of risk management standards and regulatory environments.
Proven ability to influence and negotiate with executive-level stakeholders.
Sound judgment and discretion in handling confidential information.
Strong collaboration and communication skills, both written and verbal.
Demonstrated ability to build relationships and drive outcomes through positive influence.
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…
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