TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TD Direct Investing is part of TD Wealth and provides self-directed investors with the platforms, tools, education, and support they need to invest with confidence. The National Office Client Engagement team leads initiatives focused on deepening relationships with existing clients, supporting client growth, and improving engagement across key client segments.
The team works closely with partners across the business to translate client and business insights into strategies, programs, campaigns, and execution plans that support strong client and business outcomes.
Job Responsibilitites
Reporting to the Client Engagement team, the Senior Business Insights Analyst will act as a strategic business partner who uses data, client insights, and business context to inform decision-making and support the development and execution of client engagement initiatives.
This role requires a balanced skill set across business analysis, strategic problem-solving, stakeholder management, and program execution. The successful candidate will be able to translate insights into practical recommendations, support program strategy, and lead cross-functional work with limited oversight.
Other resposonsibilities include:
- Use data, business context, and client insights to identify engagement opportunities and inform decision-making.
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- Translate analysis into clear, actionable recommendations, business cases, presentations, and execution plans.
- Support the development of client engagement strategies, including campaign planning, segmentation, feature adoption, and client growth initiatives.
- Partner with stakeholders across the business to align priorities, clarify requirements, resolve issues, and drive progress.
- Lead small to medium-scale initiatives from concept through execution with limited day-to-day oversight.
- Define success measures and key performance indicators that connect initiative outcomes to client and business impact.
- Assess in-flight and completed program reporting to evaluate performance, identify insights, and recommend optimization opportunities.
- Own and support campaign administration processes, including Salesforce opportunity tracking, data integrity, and scalable execution.
- Represent the Client Engagement team as a business insights and program support resource for internal partners.
Job Requirements
- Undergraduate degree required; business, finance, marketing, economics, analytics, or a related discipline is preferred.
- 3 - 5 years of relevant experience in business analysis, client strategy, program execution, campaign management, or analytics-informed decision support.
- Strong ability to use data to support business decisions while considering client needs, business priorities, and execution realities.
- Demonstrated ability to translate insights into practical recommendations, business cases, stakeholder materials, and action plans.
- Strong strategic problem-solving skills, including the ability to assess opportunities, define priorities, and recommend a path forward.
- Experience working with cross-functional partners and driving initiatives forward with minimal oversight.
- Strong communication skills, with the ability to simplify complex information for business partners and senior stakeholders.
- Client-facing, marketing, Salesforce, Alteryx, or Tableau experience would be considered an asset.
Who We Are:
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. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package 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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
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.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
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.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process 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.
Accommodation 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.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
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