Work Location:

Markham, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$45,900 - $64,800 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:

Department Overview

The Wealth Information Centre is a contact centre who liaisons between business partners and operational departments. The mandate is to own, escalate and resolve issues; the focus of this team is to provide exceptional service to business partners.

Job Description

This role requires a strong individual who will focus on providing clients with quality service while developing strong relationships with Operations departments and client-facing partners. Performance will be accountable within the three strategic themes:

To the Client:

• Create a positive business partner/client experience at every interaction
• Contribute to the ongoing improvement of the WIC as a whole and the client experience
• Respond to inquiries promptly and accurately; proactively provide options and solutions including timely follow-up
• Ensure issues are handled appropriately, proactively escalating when necessary
• Efficiently manage expectations/concerns through strong communication skills, both verbal and written
• Build trust by demonstrating reliability, accuracy and accountability
• Provide documents/information that effectively support the needs of the business partner, educating as appropriate
• Demonstrate solid knowledge of the business and TD Wealth products & services
• Instill confidence in our partners by offering to guide them to applicable tools and reference material on the intranet

To The Shareholder:

• Be knowledgeable of, and comply with, TDBG codes of conduct and securities laws and regulations
• Review Partner request to ensure first call resolution
• Understand and apply TDBG/WIC operating policies and procedures (e.g. AML, authentication, privacy protection, etc.)
• Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities)
• Be a self-sufficient resource to research information
• Contribute to WIC objectives for Operational Excellence
• Effectively reduce risk by asking probing questions and ensuring information provided is complete and accurate
• Control the call to make efficient use of phone times
• Ensure efficient use of resources in adhering to TDBG "green" initiatives
• Adhere to the Clean Desk Standard and Audit controls

To the Team and Managerial Assessment:

• Consistently foster a positive and inclusive work environment
• Actively participate in the performance management process
• Actively participate in meetings and coaching sessions
• Create & maintain a Personal Development Plan to meet personal & professional development objectives
• Keep immediate team members informed and up-to-date about the status/progress of day-to-day activities and relevant projects
• Complete required training courses and continuing education requirements on time
• Positively represent the TD Brand within the community

Job Requirements

• High School diploma with over 3 years of relevant experience
• Undergraduate degree/ college diploma is an asset
• Deep knowledge of business unit, regulatory issues and variety of products, processes and systems
• Strong communications skills with ability to work in a team as well as independently

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