Client Education Manager
Client Education Manager
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD GeneralPay Details:
$91200 - $136800 CADTD 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 candidates 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:
TD Direct Investing provides self-directed investors with access to industry leading tools education and support to confidently manage their wealth. The talented group of professionals on this team offers a wide range of financial content that includes interactive live shows master classes and on-demand video content that helps our clients confidently invest on their terms.
At TD Direct Investing youll be challenged to learn and grow every day. We value amazing work and exciting ideas. Were looking for a leader who thrives in a fast-paced environment wants to move quickly from idea to delivery leads and develops their colleagues and creates a lasting impact with ground-breaking educational content.
The successful candidate will have a passion for investing and trading and helping clients reach their financial goals.
Job Description
Reporting into the Associate Vice President Client Education you will lead a team of talented Client Education Instructors and shape our live educational experience for DIY investors that includes Master Classes Private Classes and Shows/Webinars.
- Responsible for the line-up of classes ensuring that they deliver on learning outcomes build increasing levels of engagement and cover the topics most relevant to a broad range of clients (e.g. new investors long-term investors and active traders)
- Continuously build the level of subject matter expertise of the instructor team to be thought leaders for their assigned topics supporting the development of live class curriculums (ongoing enhancements and creation of new classes) and collaborating with writers for video content
- Lead and coach the team on ways to improve the overall client experience support personal development and achieving their performance objectives
- Being a forward thinker staying on top of industry best practices/trends to proactively identify and execute on opportunities to elevate the education offering
- We are a dynamic team that works in an agile work environment. Strong collaboration relationship management and communication with partners (i.e. content strategy creative team product owners control partners marketing vendors) is essential to be successful.
- Manage and influence vendors to provide a high standard of BAU services quickly address issues and seamlessly integrate new capabilities into our offering
- Establish implement and monitor team controls and procedures to ensure the highest level of quality and that risk is appropriately managed
- As a DI Education leader set the standard for hosting engaging and informative content when needed
- Conduct CIRO reviews and provide final approvals on business content across the DI streams to adhere to regulatory standards and internal legal risk and compliance controls.
- As a member of the Education Operating Committee provide active leadership to content strategy and reviews to ensure that the team consistently upholds a high-quality standard.
- Lead internal initiatives aimed at improving our overall offering taking them through ideation/ business casing through to successful execution.
Additionally the candidate will be responsible for:
- Being an inspirational spokesperson to champion the program across the enterprise
- Ensuring TD Brand standards and all compliance legal brand and other regulatory guidelines are adhered with all content created
- Be comfortable working with executives on special creative projects that will promote key messages and business strategy vision
Job Requirements
- Strong understanding and experience with investing and trading financial markets and TD Direct Investing products
- CSC CPH and CIRO Supervisor registration would be required. DFOL and Options Supervisory Course would be desired
- Deep knowledge and high proficiency in investing and trading topics (e.g. trading & investing strategies options/equities/fixed income technical/fundamental analysis etc.)
- Having at least 2 years of people leadership experience
- Experience related to adult education/learning would be a strong asset
- Candidate must be highly resourceful organized and proactive problem solver who works well under pressure in a fast-paced environment
- Must be a quick learner and a self-starter who can take ownership of problems and quickly identify solutions
- Create and foster a cohesive team and promote a positive work environment
- Strong ability to influence and share the value proposition of education with executives and key distribution partners
- Possess a strong awareness of the communities we support and commitment to leading a diverse equitable and inclusive team environment
- Candidate must be a critical thinker and can provide sound judgement on complex matters
- Having a good understanding of digital content marketing and social media distribution strategies would be beneficial
- Experience with online live webcasting technologies (e.g. ON24 WebEx Adobe Connect) is a nice to have
Preferred Candidate Identified.
Who We Are:
TD is one of the worlds 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 95000 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 youve 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 were 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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 ObjetRequired Experience:
Manager
Employment Type
Full-Time
