Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$65,600 - $98,400 CAD

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:

Business Operations Support Lead I

Department Overview

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Details

Are you an emerging wealth management professional who thrives in helping planners and their clients with goals-based financial planning? Are you the go-to support that planners can always rely upon while clients always feel confident and satisfied in your care? If so, then the position of Business Operations Support Lead I might be a good fit for you.

In this role, you will provide a high level of support to TD Wealth Financial Planners (FP) and their Client Service Associates (CSA) in client contact and progress reviews. In addition, you will:

• Outbound client contact (no cold calling)
• Maximize support for FPs and their CSA in administrative matters
• Obtain/compile all the supporting documentation that the FP requires for completing Annual Client Reviews
• Supports the FP in day-to-day maintenance of client relationship management functions
• Support the creation and execution of a robust client contact strategy leveraging phone and email channels
• Actively contribute to LEI results by identifying potential opportunities when interfacing with customers and when performing internal duties
• Assist in building new relationships and deepening existing customer relationships
• Partner with the CSA to facilitate their functions in supporting the overall client experience
• Actively use Salesforce
• Build a positive experience at every interaction and look for ways to continually improve our support to the FP and CSA
• Apply knowledge of systems, programs and services, and external requirements to achieve regulatory, efficiency and productivity objectives for clients, the team, the department and the Bank
• Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements

• Strong oral and written communications skills are essential
• Position requires an individual who is passionate about providing superior customer service and enjoys engaging in client-focused conversations
• Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume environment.
• Must possess the ability to multitask
• Will work closely in a team environment to meet individual and team driven benchmarks.
• Should be conscientious and detail oriented to mitigate any risk to the bank.
• Must demonstrate the ability to be resourceful and proactive in their approach to Partner Problem Resolution and overall position responsibilities
• Ability to quickly learn new systems and applications
• Solid knowledge of Microsoft Office required.
• Ability to take ownership of a situation
• Call center, customer service and/or banking experience an asset
• Canadian Securities Course and/or Wealth Management industry experience (nice to have)
• Flexibility to work evenings and/or weekends
• Cantonese and/or Mandarin an asset

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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