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Provide financial planning guidance and sell investment management solutions to TD Wealth clients. Serve as primary client contact, onboard new clients, deliver annual reviews, meet sales goals, refer to internal partners, ensure regulatory compliance, and coach retail partners. Travel within assigned market and contribute to team development and community initiatives.

Provide financial planning guidance and sell investment management solutions; onboard and service clients, conduct annual reviews, deepen client relationships, meet quarterly and annual sales goals, ensure regulatory compliance (FINRA/AML), refer to wealth and retail partners, and support team development and community initiatives.

Leads corporate citizenship and responsible business programs, including advisory group management, executive and stakeholder engagement, community investment, sponsorships, and strategic communications. Synthesizes stakeholder insights into recommendations for business planning, risk management, community impact, and enterprise priorities. Manages budgets, third-party relationships, governance, regulatory alignment, program evaluation, communications, and cross-functional execution while advising senior leaders and mentoring colleagues.

Provides dedicated administrative support to senior executives, managing schedules, meetings, travel, expenses, reports, communications, correspondence, and meeting minutes. Serves as a liaison among executives, employees, clients, and external partners while handling confidential information with discretion. Supports broader team operations, maintains office processes and supplies, ensures accurate documentation and regulatory compliance, manages workload against service expectations, and recommends efficiency improvements.

The Data Engineer II designs and maintains data models, ETL pipelines, ingestion frameworks, metadata, lineage, and data governance solutions. The role analyzes data requirements, develops scalable Azure Databricks and Azure Data Factory workloads, supports testing and deployment, resolves complex data issues, and ensures compliance with enterprise standards. The position also contributes to architecture reviews, CI/CD, cloud modernization, risk management, stakeholder communication, and mentoring while supporting large-scale data engineering initiatives.

Leads business information management and FDIC Part 370 compliance initiatives through data remediation, quality assurance, profiling, governance, modeling, lineage, and reporting. Analyzes deposit and lending data, defines business rules, develops recurring reports, investigates root causes, and improves data completeness, accuracy, and traceability. Partners with technology and business teams, provides regulatory guidance, supports data solutions, mentors colleagues, and contributes to risk mitigation and certification readiness.

Provides strategic finance advice, analysis, forecasting, financial modeling, business cases, and decision support for assigned business areas. Partners with senior stakeholders to interpret complex issues, develop growth strategies, monitor performance and profitability, strengthen controls, manage risk, and drive enterprise initiatives. Leads financial reviews, audits, process improvements, and presentations while mentoring colleagues and serving as a subject matter expert.

Leads strategy, development, performance, pricing, and lifecycle management for TD’s debit card product portfolio. Oversees product roadmaps, market research, competitive intelligence, business cases, P&L, regulatory compliance, risk controls, and customer growth initiatives. Manages product professionals, partners with business and marketing teams, advises executives, and ensures successful delivery of product plans and outcomes.

Develop and expand institutional investor relationships for TD Securities’ short-duration sales platform. Market and execute liquidity, funding, money market, repo, commercial paper, agency, and front-end rates products. Partner with trading, funding, repo, rates, and banking teams to drive cross-product opportunities, revenue growth, strategic account plans, and balance-sheet efficiency while maintaining regulatory, risk, and governance compliance.

The Financial Advisor Associate works with TD Wealth clients to analyze financial information, educate them on investment strategies, and develop tailored wealth management solutions. They build relationships to retain and grow the client base, ensuring compliance and facilitating effective onboarding and advisory services.