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The Financial Advisor role involves providing financial planning guidance, selling investment solutions, and managing client relationships to meet their financial goals. Advisors ensure excellent customer service, conduct financial needs analyses, and implement annual reviews while adhering to compliance regulations.

Lead development and expansion of Treasury Management business by building client relationships, executing sales and marketing strategies, advising Relationship Managers, managing portfolios, coordinating deal teams, delivering presentations and events, ensuring onboarding and compliance, and driving revenue through fee expansion and client retention.

Provide independent second-line oversight of U.S. Treasury operational risks by reviewing RCSAs, controls, KRI trends, and remediation plans. Partner with Treasury, Risk, Compliance, Technology, and Data to assess risk impacts of processes, systems, and change initiatives. Develop data-driven dashboards and reporting, support AI-enabled solutions and agent use cases, lead special projects and regulatory remediation, and promote governance, controls, and continuous improvement across Treasury risk activities.

Lead and execute risk-based SOX/ICFR audits for financial reporting. Guide planning, testing, issue identification, remediation tracking, and stakeholder reporting. Mentor staff and liaise with senior leadership and external auditors.

Lead business development strategy for TD's US credit card and unsecured lending portfolio. Build and manage a high-performing BD team, identify and close strategic partnerships (private label, co-brand, sales finance), negotiate complex contracts, develop growth strategies, and present initiatives to senior leadership and the Board while ensuring alignment with risk appetite.

Conducts investigations of moderate complexity for financial crime risks, focusing on money laundering and terrorist financing in securities. Responsibilities include managing investigations, analyzing evidence, and mentoring junior staff.

Lead major category sourcing initiatives and manage strategic sourcing strategies for assigned portfolios. Advise executives and business partners, conduct supplier negotiations, mitigate sourcing risks, ensure compliance with policies, perform research and analysis, present recommendations, lead cross-functional teams, mentor colleagues, and drive continuous process and governance improvements.

The Senior Specialized Finance Manager provides expert financial guidance, conducts complex analyses, supports regulatory compliance, and engages with stakeholders to implement strategies in finance.

Provide financial planning and investment advice to TD Wealth clients, onboard new clients, conduct annual reviews, meet sales targets, deepen client relationships, refer to retail and HNW partners, ensure compliance with regulations, maintain continuing education, and support team development and community engagement. Requires territory-based client meetings and proactive lead generation.

Conduct fundamental equity research on consumer restaurants: build and maintain financial models and databases, prepare valuation and forecasting analyses, publish research reports, support senior analysts, and present findings to institutional clients.