Senior Analyst, Strategy & Competitive Intelligence
Role Overview
TD Direct Investing’s Strategy and Competitive Intelligence team informs business, product, and segment strategies using financial analysis and insights on clients, markets, and competitors.
The Senior Analyst builds financial models, assesses competitive developments, and evaluates growth opportunities to help leaders make investment, business, product, and pricing decisions.
The team works with colleagues across business, product, finance, analytics, technology, and shared services.
Key Skills for This Role
Full Job Posting
Role overview
TD Direct Investing’s Strategy and Competitive Intelligence team informs business, product, and segment strategies using financial analysis and insights on clients, markets, and competitors.
The Senior Analyst builds financial models, assesses competitive developments, and evaluates growth opportunities to help leaders make investment, business, product, and pricing decisions.
The team works with colleagues across business, product, finance, analytics, technology, and shared services.
Responsibilities
- Build and maintain models and business cases for strategic initiatives, product enhancements, and pricing decisions; quantify revenue, costs, profitability, and returns.
- Conduct scenario and sensitivity analyses, assess risks and trade-offs, and recommend growth opportunities and resource allocation.
- Validate model inputs with Finance and Analytics, document methodologies, compare actual results with projections, and refine forecasts.
- Analyze internal and external information to explain business performance and client behaviour, identify drivers, and find opportunities.
- Assess competitors, market trends, and industry practices, considering client segments, channels, and the investor lifecycle.
- Create concise business documents and presentations to help senior leaders evaluate findings and make decisions.
- Use data sources and analytical tools to investigate business questions and improve models and recommendations.
- Contribute to a collaborative team by sharing ideas, supporting colleagues, and pursuing continuous learning and improvement.
Qualifications
- Post-secondary undergraduate degree, preferably in business or finance.
- 3+ years of post-undergraduate analytical experience involving financial analysis, or experience in strategy, consulting, finance, or investment banking.
- Strong Excel and financial modelling skills, including business cases, revenue and cost drivers, and scenario and sensitivity analysis.
- Strong written and verbal communication and PowerPoint proficiency; experience producing business documents and executive presentations.
- Strong critical, analytical, and strategic thinking, with ability to assess evidence, test assumptions, synthesize information, and recommend practical actions.
- Experience with data querying, processing, or visualization tools such as SQL, Python, Power BI, or Tableau.
- Sound judgment using AI-assisted tools, including validating outputs, recognizing limitations, and protecting confidential information.
- Comfort working in a dynamic, fast-paced environment, including when the path forward is uncertain.
Pay details
- The posted pay range is CAD $81,600–$115,200. The description does not specify the pay period.
Work location
- The stated work location is Toronto, Ontario, Canada. The description does not specify a remote, hybrid, or on-site arrangement.
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