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Provides financial planning guidance and sells investment management solutions to TD Wealth clients. Builds and manages client relationships, conducts financial needs analyses, recommends wealth solutions, completes onboarding and annual reviews, meets sales goals, generates referrals, and ensures regulatory compliance. Partners with retail and small business teams, coaches colleagues, and develops client wallet share through consultative service and proactive relationship management.

Provides financial planning guidance, investment recommendations, and wealth management solutions to TD Wealth clients. Builds and manages client relationships, conducts financial needs analyses and annual reviews, supports onboarding, meets sales goals, identifies referral opportunities, and ensures regulatory and AML compliance. Partners with retail and small-business banking teams, develops client relationships, coaches colleagues, and participates in community initiatives.

The Director will lead credit underwriting and portfolio management for Corporate Debt Finance transactions. Responsibilities include developing credit policies, risk methodologies, and controls; conducting borrower and collateral due diligence; preparing credit reviews and approval materials; building financial models; managing legal documentation; monitoring covenant compliance and portfolio performance; supporting client development; and mentoring junior staff.

Reviews and approves global equity research publications for regulatory compliance, accuracy, clarity, balanced presentation, and proper disclosures. Edits reports, validates financial figures and valuation logic, confirms publicly available sourcing, manages timely distribution through BlueMatrix, and advises research analysts on wording, inconsistencies, and regulatory concerns. The role requires meticulous organization, strong proofreading and communication skills, securities-industry supervisory analyst experience, and FINRA and CIRO credentials.

Gather and translate business data requirements into technical specifications for data ingestion, curation, governance, and consumption. Profile and analyze data, investigate root causes of data issues, ensure data quality and lineage, and support data lifecycle management. Collaborate with business and technology teams on solution design, testing, implementation, risk mitigation, metadata management, and regulatory compliance while serving as a subject matter expert.

Leads end-to-end technical solution design for complex enterprise projects, owns System Design Specifications, and provides expertise across architecture, infrastructure, security, development, testing, and integrations. Advises project teams and vendors, coaches others, and may perform complex coding. The role requires extensive Java and Spring development, REST APIs, databases, CI/CD tools, enterprise integration patterns, authentication technologies, performance optimization, and scalability experience.

Leads complex profitability and business analyses for consumer banking products, translating curated data into actionable insights and growth opportunities. Partners with business, marketing, and analytics teams to define requirements, develop reporting and visualizations, explain anomalies, support decision-making, and present recommendations to stakeholders. Builds financial models, manages analytical projects, addresses data and governance issues, and provides subject-matter expertise, training, and guidance across the organization.

Supports commercial relationship managers and customers through loan closing, documentation, transaction processing, payments, wires, reporting, financial statement tracking, correspondence, and account administration. Analyzes transaction structures, resolves complex customer requests, manages lending exceptions, provides notary services, and assists with commercial lending procedures. The role also mentors associates and requires strong knowledge of commercial lending products, loan documentation, credit policies, regulatory requirements, and banking systems.

Senior market risk leader providing independent oversight of the xVA desk: developing market-risk policy, designing stress tests/scenarios, analyzing new products, monitoring regulatory developments (CVA, FRTB), communicating risk to stakeholders, mentoring the Market Risk team, and collaborating with front-office trading to assess positions, P&L attribution, and controls.

Develop and support compliance technology solutions for regulatory, surveillance, supervision, and risk-control functions. Responsibilities include Java backend development, distributed systems architecture, API and event-driven integrations, cloud and big-data solutions, testing, monitoring, incident support, and operational administration. The role partners with Compliance, Risk, Data, Architecture, and business teams to deliver secure, scalable, auditable systems aligned with regulatory requirements and enterprise standards.