Business Operations Support Lead

Overview

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line Of Business: Business Management, Strategy & Support

Pay Details: $47,200 - $66,600 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  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: 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, you'll be busy, but never bored.

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

• 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
• Bilingual French is preferred
• Bilingual Cantonese and Mandarin is an asset

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…