About You

You're a go-getter with mad juggling skills (or multiple hats) who can thrive in a fast-paced, agile environment
You enjoy doing purpose-led and meaningful work
You have a strong thirst for knowledge and are driven to find solutions that don't exist yet
You are comfortable with ambiguity and extremely resourceful (in your past life, you could've been a detective)
You always find a way to get things done without sacrificing the quality of your work, integrity, and values
No task is off limits for you
You are humble and prioritize the success of the team over your own with an eagerness to help those around you
You don't shy away from challenges and can bounce back from setbacks
We strongly encourage individuals with disabilities to apply. We believe in equal opportunity and strive to create an inclusive workplace where everyone can thrive.

What you'll do and what success looks like in this role:

Collaborate with relevant stakeholders to formulate Relationship Banking business plans, including loan, funding (CASA/TD), and fee-based income growth projections, based on in-depth analysis of market trends, competitor activities, and strategic partnership opportunities.
Develop and monitor business portfolios by analyzing financial performance and recommending strategic initiatives to achieve business targets.
Manage the assessment and implementation of branch network development initiatives, including branch openings, closures, and relocations, through cost-benefit analysis, customer acquisition potential evaluation, and operating cost efficiency reviews.
Prepare and deliver comprehensive and timely performance reports and strategic insights to senior management to support informed decision-making.
Represent Relationship Banking (RB) in cross-functional strategic projects to ensure growth and efficiency initiatives are executed on schedule and within budget.

What Is Required and What We're Looking For

Minimum Bachelor's degree in any major
At least 5 years of experience in business planning, strategy, or corporate finance, preferably within the banking or financial services industry.
Strong understanding of business planning, portfolio analysis, financial forecasting, and branch network management.
Proven track record in developing business plans, analyzing financial performance metrics (including loans, deposits, fee-based income, RORWA, and CIR), and providing data-driven recommendations to support strategic decision-making.
Strong analytical skills with the ability to perform in-depth data analysis, along with proficiency in Microsoft Excel, PowerPoint, and other business intelligence and analytics tools.
Excellent communication, coordination, and cross-functional collaboration skills.
Demonstrates a proactive attitude, strong attention to detail, and results-oriented mindset to support the achievement of Relationship Banking objectives and targets.

RB Business Planning