Senior Business Insights Analyst, Direct Investing
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Key skills for this role
About the Role
TD Direct Investing seeks a Senior Business Insights Analyst to act as a strategic business partner. You will use data and client insights to inform client engagement strategies, support program execution, and drive business outcomes.
Key Skills for This Role
Responsibilities
- Use data, business context, and client insights to identify engagement opportunities and inform decision making
- Translate analysis into clear, actionable recommendations, business cases, presentations, and execution plans
- Support 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 oversight
- Define success measures and KPIs that connect initiative outcomes to client and business impact
- Assess in flight and completed program reporting to evaluate performance and recommend optimization
- Own and support campaign administration processes including Salesforce opportunity tracking and data integrity
Requirements
- Undergraduate degree required; business, finance, marketing, economics, analytics, or related discipline 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
- Demonstrated ability to translate insights into practical recommendations and action plans
- Strong strategic problem solving skills
- Experience working with cross functional partners and driving initiatives with minimal oversight
- Strong communication skills
- Client facing, marketing, Salesforce, Alteryx, or Tableau experience considered an asset
Full Job Posting
Work Location and Hours
- Work Location: Toronto, Ontario, Canada
- Hours: 37.5
- Line of Business: Analytics, Insights, & Artificial Intelligence
Pay Details
- CAD 81,600 CAD 115,200 CAD
- Base pay may vary based on skills, experience, geographic location, and business needs.
Job Description
- TD Direct Investing is part of TD Wealth and provides self directed investors with platforms, tools, education, and support.
- The National Office Client Engagement team leads initiatives focused on deepening client relationships and improving engagement.
- The Senior Business Insights Analyst will act as a strategic business partner using data and client insights to inform decision making.
Job Responsibilities
- Use data, business context, and client insights to identify engagement opportunities.
- Translate analysis into clear, actionable recommendations, business cases, and execution plans.
- Support development of client engagement strategies including campaign planning and segmentation.
- Partner with stakeholders to align priorities and drive progress.
- Lead small to medium scale initiatives from concept through execution.
- Define success measures and KPIs.
- Assess program reporting to evaluate performance and recommend optimization.
- Own campaign administration processes including Salesforce opportunity tracking.
Job Requirements
- Undergraduate degree required; business, finance, marketing, economics, analytics, or related discipline 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.
- Demonstrated ability to translate insights into practical recommendations.
- Strong strategic problem solving skills.
- Experience working with cross functional partners and driving initiatives with minimal oversight.
- Strong communication skills.
- Client facing, marketing, Salesforce, Alteryx, or Tableau experience considered an asset.
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