Associate - Client Advisory Global Transaction Banking

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Securities

Pay Details:

$115,000 - $125,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

Job Description

Client Advisory is the product function responsible for delivering high-value, client-driven initiatives across Canada and the U.S. Supporting corporate, commercial, and mid-market clients across TD's business lines, the team works closely with clients to shape and deliver strategic solutions. Reporting to the Vice President, Client Advisory, GTB, the successful candidate will contribute to a highly visible client-facing project.

Specific responsibilities will include:

• Assist with the end-to-end delivery of critical migration projects as the business representative working closely with various key stakeholders.
• Partner with corporate cash management origination teams and other key stakeholders to ensure client migration readiness.
• Develop and present client-facing materials to facilitate migration planning and execution.
• Translate complex data into actionable insights for stakeholders, aiding in informed decision-making.
• Formulate and present migration strategies based on client requirements and stakeholder input.
• Foster strong relationships and establish regular touchpoints with key stakeholders (including clients, origination team, support teams, technology owners, marketing, and legal) to ensure alignment on critical tasks and timelines, and to promptly address any issues.
• Demonstrate project management expertise by meticulously tracking and reporting on the progress and key project milestones, ensuring timely updates and clear communication with all stakeholders.
• Manage internal and external stakeholder expectations with respect to the project delivery roadmap working closely with the origination team.
• Gather market requirements and industry trends to support the business requirements.
• Stay informed about new market offerings, competitor products, and industry changes.

 

Job Requirements

• Undergraduate degree with 5 years of relevant work experience preferably in Corporate Cash Management/ Treasury.
• Client-centric approach; valuable experience in corporate/commercial client-facing roles within banking sales or the financial services industry.
• Extensive knowledge of the cash management/treasury product landscape, including liquidity, payments, receivables, and delivery channels.
• Well-versed in treasury management and ERP systems such as Kyriba, SAP, and NetSuite, used by corporate clients for payments, reconciliation, and other accounting needs.
• Relevant recent experience of medium to large scale change management/migration projects preferably in banking/financial services will be an asset.
• Excellent communication and presentation skills for audiences at all levels internally and externally with clients.
• Highly proactive and results-driven, with a proven track record of successfully completing projects.
• Meticulous attention to detail and a strong sense of responsibility.
• Practical experience in drafting project roadmaps, business process flows, and user stories is an advantage.
• Advanced skills in leveraging the Microsoft365 suite of applications, particularly Excel PowerPoint and Copilot.
• Demonstrated ability to manage and analyze large, complex datasets from multiple sources, distill key findings, and present recommendations clearly to business and senior leadership audiences. Proficient in using technical tools such as JIRA and Confluence is a plus. Positive attitude with an insatiable desire to learn. Comfortable dealing with ambiguous or unclear situations. Work effectively with diverse teams.

 

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple.  Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. 

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