Senior Analyst, Competitive Intelligence, Direct Investing

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

TD Direct Investing ("DI") is Canada's largest online investing provider, empowering self-directed investors and traders with its full spectrum of powerful solutions to manage their investments with ease and confidence. The DI Product, P&L Management and Competitive Intelligence team is responsible for in-depth P&L drivers analysis, pricing strategy, market and competitive landscape reviews and developing and implementing revenue growth and P&L optimization initiatives. To deliver against this mandate, the team partners with colleagues across the DI business, DI journey, Wealth Shared Services, TBSM, ED&A, and Marketing.

As a member of the TD Direct Investing team, you will have the opportunity to work with results oriented, curious, innovative, and adaptable people who share your passion to help our clients and one another to succeed.

Job Description

Reporting to the Manager, Competitive Intelligence, the Senior Analyst, Competitive Intelligence will support the delivery of competitive insights and identifying key market trends to enable the ongoing optimization and development of business strategies.

Key accountabilities include:

• Gather and analyze internal data and external information, to understand relative performance and generate actionable performance insights and management recommendations.
• Conduct competitive research and understand different industry practices, considering perspectives of various client segments and channel preferences, and spanning all stages of the investor lifecycle.
• Prepare structured analyses, often in time-sensitive circumstances, and be able to summarize key insights into a coherent, concise communication suitable for executive consumption.
• Partner and collaborate with colleagues across Direct Investing, Wealth, Finance, AI2, and other areas within the Enterprise.
• Build understanding of DI business results and underlying performance drivers, across multiple dimensions such as demographic, customer relationship, geographic, platform, and behavioral traits.
• Develop expertise in querying data sources to obtain relevant data to enable deeper analysis and the generation of value-added insights.
• Participate fully as a member of a motivated, collaborative team - support a positive work environment, embrace challenges, and pursue continuous learning and improvement.

Job Requirements

• Post-secondary undergraduate degree, preferably with a business or finance related program.
• Minimum 2 years of post-undergraduate experience in business, strategy, consulting or financial institutions; experience and knowledge of the Online Brokerage or Wealth Management would be an asset.
• Knowledge of and familiarity or hands-on experience with self-directed investing platforms would be considered a major asset.
• Proficiency in Excel and PowerPoint, including experience developing business documents and executive presentations with clear, concise, compelling communications and recommendations.
• Proficiency in data querying, processing, and visualization tools (e.g., SQL, Python, Alteryx, Tableau) preferred.
• Ability to understand business questions and issues, think strategically and synthesize information quickly.
• Comfortable in operating in a dynamic, fast-paced, and sometimes ambiguous environment, while willing to voice an opinion.
• Ability to independently manage deadlines while multitasking between different projects; strong results-oriented project management skills with a high attention to detail.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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