Work Location:
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
TD Securities
Pay Details:
$90,000 - $100,000 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:
GTB Financial Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall within our strategy and risk appetite. As an integral team member in FI coverage, you will have responsibility for managing product profitability, provide exceptional client servicing, act as first line of defense for risk and internal compliance, as well as support a broader TDS wide client relationship management mandate. Effective and impactful FI coverage means delivering a one-TD experience to our FI clients and prospects, developing cross-franchise partnerships.
Job Scope
The Analyst will report to the Head of Account Management in the Financial Institutions division in Global Transaction Banking. Accountabilities for the Analyst role includes (but not limited to):
- Dynamic, client-facing position directly supporting the origination team by managing accounts and nurturing relationships with our existing Financial Institution (FI) clients.
- Collaborate closely with Relationship Managers, Regional Head, and Global Head of Financial Institutions, assisting in all facets of business operations, including administrative, transactional and relationship management related activities.
- Respond to client escalations promptly and professionally, upholding the highest standards of service and support throughout every interaction.
- Handle account opening and client onboarding processes, ensuring tasks are completed efficiently and accurately, with careful attention to detail and compliance with internal policies.
- Prepare professional proposals, pitch decks, service reviews, briefing notes, and call reports, helping to drive business growth and maintain strong client connections.
- Respond to Requests for Proposal (RFPs), Requests for Information (RFIs), and various client questionnaires with thorough and timely information.
- Support payment activity monitoring to ensure GTB credit lines remain within approved limits. Proactively request credit limit adjustments when needed, demonstrating responsible risk management.
- Conduct research and detailed analysis on markets, industries, clients, products, and pricing, providing valuable insights to guide business decisions.
- Assist in Know Your Customer (KYC) reviews for both new and existing clients, including collecting and organizing documentation and ensuring all requirements are met.
- Ensure monthly billing is completed accurately, including fee collection and interest charges/payments, contributing to the smooth operation of client accounts.
- Regularly engage with clients by attending formal meetings and social events, strengthening relationships and expanding business opportunities with both current clients and prospects.
- Contribute to the sales process and help develop strategic relationship-building initiatives for clients and prospects, supporting business growth.
- Collaborate and maintain positive working relationships with Global Operations and various teams within GTB (such as Product Management, Compliance, and Network Management) as well as other business groups throughout TD Securities both in Canada and the U.S., including Investment Banking, Global Markets, DCM, etc.
- Support the implementation of new products and services, including negotiating legal documentation, ensuring successful delivery and client satisfaction.
- Maintain a strong focus on credit and operational risk management, demonstrating diligence and professionalism at all times.
- Demonstrate comprehensive understanding and compliance with the Bank’s Anti-Money Laundering (AML) policies and procedures, promoting a culture of integrity and responsibility.
- Stay informed of the latest and most innovative GTB products and services, continuously seeking opportunities to learn and grow within the organization.
Job Requirements
- Strong emotional intelligence (EQ), with the ability to build positive working relationships.
- A proactive, self‑motivated approach, showing curi