Bus Operations Support Lead I

Work Location:

Hours:

Line of Business:

Pay Details:

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 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:

Flexible to work shifts between 8-8pm Monday-Friday AND possibly Saturdays

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 youll 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 addition you will:
Outbound client contact (no cold calling)
Maximize support for FPs and their CSA in administrative matters
Obtain/compile all the supportig 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

French an asset

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):