At a Glance
- Tasks: Analyze market trends and build financial models to drive strategic decisions.
- Company: Join TD, a leading global financial institution with a focus on innovation.
- Benefits: Competitive salary, health benefits, career development, and flexible work options.
- Other info: Dynamic environment with opportunities for growth and mentorship.
- Why this job: Make an impact in self-directed investing while collaborating with diverse teams.
- Qualifications: 3+ years in analytical roles; strong Excel and communication skills required.
The predicted salary is between 81600 - 115200 $ per year.
TD Direct Investing ("DI") is Canada’s largest online investing provider, empowering self-directed investors and traders with solutions to manage their investments with ease and confidence. The Strategy and Competitive Intelligence team helps shape business, product, and segment strategies by connecting financial analysis with insights across clients, markets, and competitor information. The team develops and implements initiatives in partnership with colleagues across the business, product, finance, analytics, technology, and other shared services teams.
As a member of the TD Direct Investing team, you will have the opportunity to work with results-oriented, curious, innovative, and adaptable people who share your passion to help our clients and one another to succeed.
Job Responsibilities
- Build the business case for what comes next in self-directed investing. As a Senior Analyst on TD Direct Investing’s Strategy and Competitive Intelligence team, you will build financial models, assess competitive developments, and evaluate growth opportunities. Your analysis will help senior leaders weigh investment priorities and make informed business, product, and pricing decisions.
- Build and maintain financial models and business cases for strategic initiatives, product enhancements, and pricing decisions, quantifying revenue, costs, profitability, and investment returns to support prioritization and decision-making.
- Conduct scenario and sensitivity analyses to assess key assumptions, financial risks, and trade-offs, translating results into clear recommendations on growth opportunities and resource allocation.
- Partner with finance and analytics to validate model inputs and assumptions, document methodologies, and compare actual results against business case projections to refine forecasts and inform ongoing strategy.
- Analyze internal data and external information to explain DI’s business performance and client behaviour, identify underlying drivers, and uncover actionable opportunities.
- Assess competitors, market trends, and industry practices to identify implications for DI’s strategy and inform business choices, considering client segments, channel preferences, and the investor lifecycle.
- Turn structured analyses into concise business documents and presentations that help senior leaders understand findings, weigh trade-offs, and make decisions.
- Use available data sources and analytical tools to investigate business questions and strengthen financial models and recommendations.
- Contribute to a collaborative, positive team environment by sharing ideas, embracing challenges, supporting colleagues, and pursuing continuous learning and improvement.
Job Requirements
- A post-secondary undergraduate degree, preferably in business or finance.
- 3+ years of post-undergraduate experience in an analytical role with financial analysis, or roles spanning: strategy, consulting, finance, or investment banking.
- Strong Excel and financial modelling skills, including experience building business cases, assessing revenue and cost drivers, and conducting scenario and sensitivity analyses.
- Strong written and verbal communication skills and proficiency in PowerPoint, with experience developing business documents and executive presentations that convey clear findings and recommendations.
- Strong critical thinking, analytical, and strategic thinking skills, with the ability to frame business questions, assess evidence, test assumptions, synthesize information, and translate findings into practical recommendations.
- Experience with data querying, processing, or visualization tools such as SQL, Python, Power BI, or Tableau.
- Sound judgment in knowing when and how to use AI-assisted tools to accelerate analysis, drafting, and other deliverables without compromising quality.
- Comfort working in a dynamic, fast-paced environment, including when the path forward is unclear.
- Ability to independently manage competing priorities and deadlines across projects, with strong planning and organizational skills, attention to detail, and a focus on results.
- Experience or knowledge of online brokerage or wealth management.
- Familiarity or hands-on experience with self-directed investing platforms.
What You’ll Gain
- Broader strategic perspective: Connect financial economics, client needs, and competitive dynamics.
- Cross-functional experience: Work with business, product, finance, analytics, and technology partners to evaluate opportunities.
- Executive communication skills: Translate complex analysis into clear recommendations for senior leaders.
- Industry depth: Build knowledge of self-directed investing and the factors shaping its future.
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.
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.
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
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.
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.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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.
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.
Senior Analyst, Strategy & Competitive Intelligence in Toronto employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.