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The Director, US Rates Strategist will generate trade ideas, conduct macro research, and engage with institutional clients in US rates markets.

The Vice President, US Rates Strategist will generate trade ideas, conduct macro research, and engage with institutional clients in US rates markets, ensuring adherence to policies and maximizing profitability through informed trading decisions.

Serve as final decision authority on commercial loan applications (single-signer up to $2.5M). Perform complex financial and collateral analysis, assess credit risk, set lending conditions, ensure policy and regulatory compliance, mentor underwriting staff, and contribute to credit management initiatives while meeting production and quality metrics.

Lead information barrier trade surveillance reviews, analyze alerts for potential MNPI misuse, ensure T+1 timelines, escalate complex cases, coach team members, support calibration of surveillance tools, produce reports for management and regulators, and participate in audits and surveillance projects.

Provide financial planning guidance and sell investment management solutions to TD Wealth clients. On-board new clients, perform goals-based financial needs analyses, deliver annual reviews, meet sales targets, deepen wallet share, refer to partners, ensure regulatory compliance, maintain licenses and continuing education, and support team development and community engagement.

Lead a cross-functional team setting U.S. GAAP accounting policy and producing legal-entity and segment financial reports. Ensure compliance with the asset cap, liaise with regulators and auditors, provide accounting advisory on complex transactions, drive process improvements, manage governance and training, and build relationships across Finance, Risk, Treasury, Corp Dev and business leaders.

Participate in a trainee program to become a Financial Advisor Associate: prospect and meet clients, analyze financial situations, recommend and sell investment and insurance solutions (annuities), develop and maintain client relationships, educate retail staff, complete required licensing, and comply with FINRA and company policies.

The Financial Advisor provides financial planning guidance, sells investment solutions, manages client relationships, and ensures compliance with regulations while achieving sales goals.

The Financial Advisor Associate works with clients to analyze financial information, recommend tailored investment strategies, and manage client relationships for wealth management.

The Financial Advisor provides financial planning and investment management solutions, guiding clients to achieve their financial goals while ensuring excellent service and compliance with regulatory standards.