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Jobs at Td Bank in Canada, Montreal

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Canada
Montreal
102 jobs found
31.08.2025
TB

Td Bank Personal Banking Associate - Henri Bourassa Millen Full Time Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Create a consistent and exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience. Leads the customer onboarding experience to assist...
Description:
Montréal, Quebec, CanadaPersonal & Commercial Banking

45700$/$45700 - 61000$/$61000 CAD


CUSTOMER

  • Create a consistent and exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
  • Leads the customer onboarding experience to assist each customers in becoming digitally enabled, building their day-to-day banking capabilities, and beginning their savings and investing journey
  • Act as the premier branch representative, by consistently welcoming customers in the lobby, addressing simple needs, assisting customers with navigation and coordinating introductions to other branch colleagues or partners for a seamless customer experience
  • Educate and activate Digital advice, enabling customers to optimally self-serve for their banking needs
  • Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
  • Educate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.), personal unsecured lending, and investing
  • Take ownership of resolving customer problems, seamlessly handing off customer to a knowledgeable colleague to own resolution when required
  • Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
  • Support the frontline with both cash and non-cash transactions, ensuring to deliver customer experiences by connecting with each customer, providing advice & deepening customer relationships


SHAREHOLDER

  • Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
  • Promote full suite of products, advice, services and banking capabilities
  • Understand and apply operating policies and procedures
  • Contribute to business objectives for Operational Excellence
  • Support the timely and accurate completion of business processes and procedures
  • Escalate non-standard or high-risk transactions / activities as necessary
  • Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
  • Support and participate in process improvement opportunities
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Assume responsibility to minimize operation and regulatory risk by gaining/maintaining knowledge and complying with the Bank's Code of Conduct and Ethics and relevant Laws, Rules, and Regulations, Industry Code of Conduct and Commitments, and business line policies and procedures
  • Know and comply with AML and Regulatory policies and procedures


EMPLOYEE / TEAM

  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
  • Collaborate with branch colleagues to move with speed and get things done
  • Demonstrate inclusivity by taking meaningful action to support colleagues and customers across all dimensions of diversity, including those from underrepresented communities
  • Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Act as a brand ambassador for your business area/function and the bank, both internally and/or externally within the parameters of the TD Code of Conduct and Ethics


BREADTH & DEPTH

  • Requires developed knowledge and skills to offer service and advice for a range of product and services
  • Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / risk
  • Provides recommendations and guidance to customers and / or internal partners
  • Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
  • Evaluates issues, errors and problems based on practices and existing precedents or procedures
  • Understands how branch colleagues work together to accomplish team objectives and ensure a consistent positive customer experience
  • Supports the quality, timeliness and effectiveness of the overall customer experience
  • Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the customer experience and advice
  • Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
  • Requires full proficiency gained through job related training to perform a range of activities
  • Generally reports to an Assistant Branch Manager or Branch Manager


EXPERIENCE & EDUCATION

  • High School diploma and/or
  • 1+ years of relevant experience
  • Investment Funds Canada (IFC) or equivalent –post-appointmentwithin 6 months
  • Post-Secondary or Undergraduate degree (in related field) preferred

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.







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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Sans Objet
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31.08.2025
TB

Td Bank Financial Planner Montreal-Nord Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services. Conduct reporting and relevant analysis using results...
Description:
Montréal-Nord, Quebec, CanadaTD Wealth

0 $/$0 - 0 $/$0 CAD This role is eligible for commission based earnings.


Job Description:

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.

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.

With a focus on relationship management, advice and business development, you will:

  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Participate fully as a member of the team, support a positive and service-oriented work environment


Required:

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice to have:

  • CIRO license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Deep understanding of the industry, competitive landscape and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Skills you will require:

  • Passion for financial planning and driven to help clients reach their financial & life goals
  • Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
  • Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
  • You have excellent people and problem-solving skills that help you build and maintain client relationships
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Show more

These jobs might be a good fit

30.08.2025
TB

Td Bank Financial Planner Saint-Leonard Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services. Conduct reporting and relevant analysis using results...
Description:
Saint-Léonard, Quebec, CanadaTD Wealth

0 $/$0 - 0 $/$0 CAD This role is eligible for commission based earnings.


Job Description:

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.

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.

With a focus on relationship management, advice and business development, you will:

  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Contribute to team and department goals while strengthening customer service and dedication
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Be knowledgeable of best practices and procedures and stay ahead of emerging trends
  • Acquire and apply expertise, provide mentorship, assistance and direction to others
  • Maintain a culture of risk management and control, supported by aligned risk appetite
  • Participate fully as a member of the team, support a positive and service-oriented work environment


Required:

  • Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date
  • Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date
  • 3 to 5 years of banking experience
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice to have:

  • CIRO license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Deep understanding of the industry, competitive landscape and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Skills you will require:

  • Passion for financial planning and driven to help clients reach their financial & life goals
  • Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
  • Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
  • You have excellent people and problem-solving skills that help you build and maintain client relationships
  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Show more

These jobs might be a good fit

30.08.2025
TB

Td Bank Personal Banker - Bleury Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business...
Description:
Montréal, Quebec, CanadaPersonal & Commercial Banking

52 700$/$52,700 - 74 400$/$74,400 CAD


• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
• Provide sound advice with every customer interaction, contributing to an exceptional customer experience
• Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
• Improve customer financial confidence through ongoing dialogue and by answering questions
• Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs
• Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
• Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
• Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies
• Support the frontline with transactions, as necessary
• May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when required
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
• Promote and offer full suite of products, sales, services and banking capabilities
• Contribute to business objectives for Operational Excellence
• Support the timely and accurate completion of business processes and procedures
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
• Support the team by continuously developing knowledge in own area
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally
• Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers
• Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk
• Acts as a sales process/product expert to customers and/or internal partners
• Identifies complex problems and formulates the most appropriate solution
• Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards
• Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
• Implements sales and customer service procedures and approaches to complete work
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
• Generally requires specific formal certifications at this level of expertise
• Generally reports to an Assistant Branch Manager or Branch Manager
• High School diploma and/or
• 1+ years relevant experience
• IFIC or CSC
• CFSA to be completed upon hire
• Post-Secondary or Undergraduate degree (in related field) preferred



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Show more

These jobs might be a good fit

30.08.2025
TB

Td Bank Personal Banker - Cavendish Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business...
Description:
Montréal, Quebec, CanadaPersonal & Commercial Banking

52 700$/$52,700 - 74 400$/$74,400 CAD


• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
• Provide sound advice with every customer interaction, contributing to an exceptional customer experience
• Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
• Improve customer financial confidence through ongoing dialogue and by answering questions
• Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs
• Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
• Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
• Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies
• Support the frontline with transactions, as necessary
• May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when required
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
• Promote and offer full suite of products, sales, services and banking capabilities
• Contribute to business objectives for Operational Excellence
• Support the timely and accurate completion of business processes and procedures
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
• Support the team by continuously developing knowledge in own area
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally
• Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers
• Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk
• Acts as a sales process/product expert to customers and/or internal partners
• Identifies complex problems and formulates the most appropriate solution
• Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards
• Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
• Implements sales and customer service procedures and approaches to complete work
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
• Generally requires specific formal certifications at this level of expertise
• Generally reports to an Assistant Branch Manager or Branch Manager
• High School diploma and/or
• 1+ years relevant experience
• IFIC or CSC
• CFSA to be completed upon hire
• Post-Secondary or Undergraduate degree (in related field) preferred



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Show more

These jobs might be a good fit

21.08.2025
TB

Td Bank Personal Banking Associate - Future Opportunities Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Montréal, Quebec, CanadaPersonal & Commercial Banking49 500 $/$49,500 61 000 $/$61,000 CADSupport the frontline staff with scheduled cash and non cash transactions; resolve critical issues and report non standard matters...
Description:
Montréal, Quebec, CanadaPersonal & Commercial Banking

49 500 $/$49,500 - 61 000 $/$61,000 CAD

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Job Requirements:

High School diploma and/or 1+ years of relevant experience

Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months

Post-Secondary or Undergraduate degree (in related field) preferred

Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities

This particular posting is open to those who identify as
First Nation (Status and Non-Status), Inuit, and Métis with interest in the Personal Banking Associate role. For other opportunities, both for First Nation, Inuit, and Métis
communities and others, please
visit the

First Nation, Inuit, and Métis



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


*Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.
Show more

These jobs might be a good fit

21.08.2025
TB

Td Bank TD Insurance - Bilingual Eng/Fre Catastrophe Claims Advisor ... Canada, Quebec, Montreal

Limitless High-tech career opportunities - Expoint
Investigate, negotiate and settle both Residential and Auto Catastrophe claims. Support customer claims from start to finish: open new claims, set up appraisals, assign contractors, generate financial transactions and finalize...
Description:
Montréal, Quebec, CanadaTD Insurance

55 400 $/$55,400 - 83 000 $/$83,000 CAD


Job Details

We’re there for our customers immediately following catastrophic events (e.g., fire, hail, tornado, heavy rains) to ensure they feel fully supported and their urgent needs are met. As a Claims Advisor, you’ll adjudicate claims while providing advice and support to customers and ensure they feel taken care of when it matters most.

Make an Impact:

  • Investigate, negotiate and settle both Residential and Auto Catastrophe claims

  • Support customer claims from start to finish: open new claims, set up appraisals, assign contractors, generate financial transactions and finalize settlements in a timely manner

  • Review inspection reports and estimates to make sure damages are related to the loss; determine when additional inspection is needed

  • Follow up with customers on the status of the claim; provide ongoing feedback and support regarding cause of loss and completion of repairs

  • When applicable, adjust claims quickly and accurately in accordance with policy coverage to exceed customer expectations

  • Collaborate with internal partners to ensure legendary customer experiences

  • Leverage external vendors when appropriate, both approved and non-approved

  • Ensure customer problems are carefully reconciled, escalating issues when necessary

Experience Growth:

  • Actively participate in performance management processes

  • Continue professional development with learning maps and external courses, as required

  • Support other TD Insurance Business Lines during critical events and peak volumes. Partner Claims Teams may include:

    • Core Residential

    • Total Losses

    • Auto PD

    • Automobile & Residential Claims

Cultivate our Culture of Care:

  • Share industry knowledge and expertise to advise colleagues on recommended services, support or resources for the customer

  • Proactively and consistently remain in contact with the customer to establish and maintain a relationship of trust to resolve claims in a timely manner

  • Participate fully as a member of a team and contribute to a positive working environment

Job Requirements

We’re proud to work with a group of diverse colleagues. If you have relevant experience that isn’t mentioned below, tell us about it in your resume or cover letter.

What You Need to Succeed

  • Two or more years of claims adjusting experience preferred (experience with multiple lines of claims insurance considered an asset)

  • Computer literacy; knowledge of Xactimate and the use of Xactanalys is an asset

  • Excellent communication and customer service skills led by empathy and compassion

  • Proven ability to negotiate win/win outcomes when reasonably possible

  • Strong ability to review and investigate high-value claims related to catastrophic events such as natural disasters

  • Excellent organization and time management skills with a demonstrated ability to support customers in a fast-paced, multifaceted environment

  • Proven ability to manage change and help foster an environment open to change

  • Dedicated to meeting or exceeding the expectations of internal and external clients

  • Strong attendance track record with a positive impact on team cohesion

  • Candidates actively pursuing their Chartered Insurance Professional (CIP) designation or other relevant continuing education are preferred

  • Provincial claims licensing may be required

  • Bilingual (English and French) written and verbal skills are required for Quebec-based applicants and may be required for Atlantic-based applicants



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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Create a consistent and exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience. Leads the customer onboarding experience to assist...
Description:
Montréal, Quebec, CanadaPersonal & Commercial Banking

45700$/$45700 - 61000$/$61000 CAD


CUSTOMER

  • Create a consistent and exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
  • Leads the customer onboarding experience to assist each customers in becoming digitally enabled, building their day-to-day banking capabilities, and beginning their savings and investing journey
  • Act as the premier branch representative, by consistently welcoming customers in the lobby, addressing simple needs, assisting customers with navigation and coordinating introductions to other branch colleagues or partners for a seamless customer experience
  • Educate and activate Digital advice, enabling customers to optimally self-serve for their banking needs
  • Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
  • Educate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.), personal unsecured lending, and investing
  • Take ownership of resolving customer problems, seamlessly handing off customer to a knowledgeable colleague to own resolution when required
  • Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
  • Support the frontline with both cash and non-cash transactions, ensuring to deliver customer experiences by connecting with each customer, providing advice & deepening customer relationships


SHAREHOLDER

  • Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
  • Promote full suite of products, advice, services and banking capabilities
  • Understand and apply operating policies and procedures
  • Contribute to business objectives for Operational Excellence
  • Support the timely and accurate completion of business processes and procedures
  • Escalate non-standard or high-risk transactions / activities as necessary
  • Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
  • Support and participate in process improvement opportunities
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Assume responsibility to minimize operation and regulatory risk by gaining/maintaining knowledge and complying with the Bank's Code of Conduct and Ethics and relevant Laws, Rules, and Regulations, Industry Code of Conduct and Commitments, and business line policies and procedures
  • Know and comply with AML and Regulatory policies and procedures


EMPLOYEE / TEAM

  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
  • Collaborate with branch colleagues to move with speed and get things done
  • Demonstrate inclusivity by taking meaningful action to support colleagues and customers across all dimensions of diversity, including those from underrepresented communities
  • Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Act as a brand ambassador for your business area/function and the bank, both internally and/or externally within the parameters of the TD Code of Conduct and Ethics


BREADTH & DEPTH

  • Requires developed knowledge and skills to offer service and advice for a range of product and services
  • Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / risk
  • Provides recommendations and guidance to customers and / or internal partners
  • Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
  • Evaluates issues, errors and problems based on practices and existing precedents or procedures
  • Understands how branch colleagues work together to accomplish team objectives and ensure a consistent positive customer experience
  • Supports the quality, timeliness and effectiveness of the overall customer experience
  • Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the customer experience and advice
  • Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
  • Requires full proficiency gained through job related training to perform a range of activities
  • Generally reports to an Assistant Branch Manager or Branch Manager


EXPERIENCE & EDUCATION

  • High School diploma and/or
  • 1+ years of relevant experience
  • Investment Funds Canada (IFC) or equivalent –post-appointmentwithin 6 months
  • Post-Secondary or Undergraduate degree (in related field) preferred

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.







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.

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.


We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.


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