Senior Analyst, Business Intelligence & Insights

Posted Yesterday
Be an Early Applicant
Toronto, ON, CAN
In-Office
82K-115K Annually
Senior level
Fintech • Insurance • Financial Services
The Role
Provides business intelligence, reporting, analytics, and strategic insights for wealth management stakeholders. Builds reporting solutions, interprets and visualizes data, identifies growth opportunities, manages requirements and stakeholder relationships, and translates complex analysis into actionable business recommendations. The role also develops reporting commentary, educates partners on data-driven decision-making, and manages project scope and timelines.
Summary Generated by Built In

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Analytics, Insights, & Artificial Intelligence

Pay Details:

$81,600 - $115,200 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:

TD Wealth is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Wealth Strategy.


As a member of the Business Performance Mgmt team, the Senior Analyst, Business Intelligence & Insights will provide business insight and consultative support to guide field and business leaders in strategic decision making.  This includes building and managing relationships with internal partners and the advice business.


Job Responsibilities:
The Senior Analyst is responsible for working with the Advice Stakeholders to develop, prioritize and champion data information requirements based on business priorities and strategies.  The Senior Analyst will work with the Manager to ensure PWM and FP’s reporting insights needs are met, including leveraging the data to develop analytics and insights that provide business specific or broad strategic insight.  


Specifically, the Senior Analyst will be accountable for the following: 

  • Work closely with business partners to gain deep understanding of the business and relevant objectives to contribute to the strategic direction of the Advice businesses.
  • Generate insights and identify opportunities to help drive business growth or address business/enterprise needs.
  • Interpret and present data using visualization to illustrate business insights.
  • Build and manage relationships with partners and stakeholders to develop, prioritize, and champion Advice reporting requirements.
  • Effectively manage stakeholder expectations related to project timeline and scope of deliverables.
  • Develop substantial and insightful commentary/insights on new and existing reporting packages.
  • Educate, train and build awareness with business partners on how to interpret data and analytics to drive decision making that will move the business forward.
  • Provide suggestions, ideas, and opportunities to support business needs.
  • Make recommendations for new business or operational strategies based on analysis and insights

Job Requirements:

  • 3- 5 years of business analysis experience
  • Undergraduate degree in relative field
  • Strong working knowledge of Microsoft Office applications, MS Excel, Alteryx, Tableau, Power Apps, Power BI, SQL, Python, Azure Cloud
  • Ability to influence and impact stakeholders
  • Partnership skills to balance stakeholder input but remain objective to reach the right outcome
  • Ability to synthesize complex information and translate into actionable insights and strategy.
  • Strong project management skills
  • Ability to develop and manage relationships with multiple stakeholders – both internal and field facing
  • Self-starter, takes ownership and is results-oriented
  • Creative problem solver who is solutions focused
  • Excellent verbal, written communication, and data presentation skills
  • Database management an asset
  • Experience with requirements analysis is an asset
  • Wealth management industry experience is an asset
  • The workplace model is 4 days in the office

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

Skills Required

  • 3-5 years of business analysis experience
  • Undergraduate degree in a related field
  • Strong working knowledge of Microsoft Office applications
  • Strong working knowledge of MS Excel
  • Strong working knowledge of Alteryx
  • Strong working knowledge of Tableau
  • Strong working knowledge of Power Apps
  • Strong working knowledge of Power BI
  • Strong working knowledge of SQL
  • Strong working knowledge of Python
  • Strong working knowledge of Azure Cloud
  • Ability to influence and impact stakeholders
  • Ability to balance stakeholder input objectively and reach appropriate outcomes
  • Ability to synthesize complex information and translate it into actionable insights and strategy
  • Strong project management skills
  • Ability to develop and manage relationships with multiple internal and field-facing stakeholders
  • Self-starter with ownership and results-oriented approach
  • Creative problem-solving and solutions-focused mindset
  • Excellent verbal, written communication, and data presentation skills
  • Database management experience
  • Requirements analysis experience
  • Wealth management industry experience
  • Ability to work four days per week in the office

TD Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TD Bank and has not been reviewed or approved by TD Bank.

  • Parental & Family Support — Parental and family-building support is positioned as a standout, including 16 weeks of paid parental leave for all parents and assistance for fertility, surrogacy, donor support, adoption, and doula reimbursement. This breadth is framed as above average for large U.S. employers and notable within banking.
  • Retirement Support — Retirement support is presented as robust, with 401(k) and employer funding described in detail in some summaries (fixed contribution plus additional matching) alongside other savings programs. Employee banking discounts and related financial perks add to the overall rewards value beyond salary.
  • Healthcare Strength — Healthcare and mental well-being benefits are characterized as comprehensive, including multiple medical plan options, virtual care, and an Employee & Family Assistance Program with continuous access. These elements are repeatedly emphasized as core components of the Total Rewards offering.

TD Bank Insights

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The Company
HQ: Pearl River, NY
93,823 Employees
Year Founded: 1955

What We Do

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.

Why Work With Us

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