Copilot Adoption SME - Workflow Enablement (Finance)
Layer 6 AI
Accounting & Finance
Toronto, ON, Canada
CAD 81,600-115,200 / year
Work Location:
Toronto, Ontario, CanadaHours:
37.5Line of Business:
Enterprise Enabling FunctionsPay Details:
$81,600 - $115,200 CADThis 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:
Position Overview
The Copilot Activation team is seeking a Copilot Adoption SME to embed within Finance teams and redesign workflows using Copilot.
This role is hands-on and focused on building Copilot-enabled workflows, prompts, and AI patterns directly within real business processes.
The SME will work side-by-side with users to embed Copilot into day-to-day operations and drive sustainable behavior change through delivery.
Key Responsibilities
Copilot Workflow Design & Build
Design and deploy Copilot-enabled workflows across finance processes
Develop and maintain prompt libraries tied to real workflows
Build repeatable patterns and integrate with tools such as Excel, Teams, and Power Platform
Process Redesign
Analyze current-state workflows and identify automation opportunities
Redesign processes end-to-end leveraging Copilot
Reduce manual effort, improve handoffs, and increase throughput
Embedded Enablement
Work directly with users in live environments using real data
Support labs, clinics, and in-the-flow coaching
Build user confidence through hands-on delivery
Innovation & Scaling
Identify new Copilot use cases beyond initial scope
Prototype and test Copilot solutions
Document reusable assets and contribute to knowledge base
Success Measures
Number of Copilot-enabled workflows deployed
Percentage of users able to operate independently post-POD
Reduction in manual effort and process cycle time
Adoption and usage of prompt libraries
Stakeholder satisfaction and usability of redesigned workflows
Qualifications
Education and Experience
Undergraduate degree
3+ years in Finance, Accounting, or Operations
Experience in finance processes such as reconciliations, close, or reporting
Technical & AI Skills
Hands-on experience with Microsoft Copilot
Advanced Excel skills and familiarity with Power Platform
Strong understanding of workflow design and automation concepts
Capabilities
Strong analytical and problem-solving skills
Ability to work directly with business users
Curiosity and experimentation mindset with AI tools
Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. 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