Ia Centralized Client Service Associate jobs at Td Bank in Canada, Toronto

Job Description:

With more than 6,900 professionals operating out of 32 cities across the globe, we

As an Associate in Equity Research in the mining group, you will have an opportunity to work directly with an equity analyst on the daily publication of company and industry research reports. You will hone research skills, gain detailed understanding of the sectors covered and obtain insight into the institutional equity business.

Job Description:

• Work closely with an analyst to develop an idea-oriented research team
• Assist in the preparation of financial models to forecast quarterly and annual earnings, including maintaining and enhancing financial models and databases
• Compile and evaluate company and industry data
• Assist in the development of valuation tool
• Assist in the preparation of company and industry research reports (e.g. quarterly reporting initiatives and marketing packages)

Job Requirements:

• Ability to work independently under strict deadlines, with an attention to detail and output orientation
• 2+ years of experience in the field working as a geologist/at a mine or for a mining company in a technical role
• Strong work ethic, ability to take initiative and balance multiple tasks
• Superior business writing skills, presentation skills and interpersonal skills
• Excellent spreadsheet and financial analysis skills
• Analytical and strong quantitative skills
• Ability to balance multiple tasks
• Service orientation and professional attitude at all times
• Demonstrated interest in capital markets – comfortable with finance theory
• Willingness to put in the hours (often on short notice) – especially since western based companies often release after market close
• Able to sell ideas
• High attention to detail
• High levels of accuracy
• Strong preference for finance and business qualifications – must be comfortable working with financial statements
• Designations such as CFA or CA/CPA would be an asset
• Proficient working knowledge of Bloomberg

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.

Department Overview

The Talent Center of Expertise is the global function within the Corporate HR, responsible for enterprise talent strategy, including Talent Management, Talent Acquisition, Learning and Development, Organization Effectiveness and Employee Experience. The AVP, Executive Talent Acquisition sits within Talent Acquisition, with an enterprise-wide scope.

Job Requirements

Reporting to the VP, Talent Acquisition, the AVP, Executive Talent Acquisition is an integral member of the Talent Acquisition Leadership team as well as the broader HR function and is specifically accountable for leading HR's approach to executive talent acquisition. Responsibilities include but are not limited to the following:

• Provide strategic direction and seamless execution of the organization's global executive talent acquisition and experience.
• Deliver an enterprise-wide, cohesive and efficient executive talent acquisition strategy of excellence that meets the unique needs of a diverse portfolio of lines of business across the organization.
• Continually assess and calibrate the organizational structure to ensure the team is staffed appropriately to deliver timely and high-quality service based on individual line of business demand, strategic staffing and mapping initiatives.
• In close partnership with HR Business Partners, identify critical talent gaps and develop and execute talent acquisition strategies for attracting top talent across the enterprise, as well as within each line of business, champion the building of talent pipelines for critical functional areas and diverse talent pools.
• Lead and performance manage the Executive Talent Acquisition team to ensure collaboration with the HR Business Partners to achieve hiring objectives.
• Continually evaluate, build, develop and coach the executive talent acquisition professionals fostering a culture of collaboration and continuous learning.
• Build and nurture strong, credible relationships with HR Business Partners, Business Leaders and other critical stakeholders across the organization; act as a trusted advisor and domain expert.
• Lead the design, implementation and ongoing evolvement of Lines of Business Early and Executive talent acquisition plans in alignment with their people strategies, ensuring the right talent pipeline to drive value for the organization
• Amplify TD's employer brand and colleague promise to position TD as the destination of choice for top early and executive talent

Qualifications

• Exceptional strategic skills to translate business requirements into effective strategies and execution plans
• Be known for providing creative thought leadership while listening and engaging others to provide input in shaping a strategy
• Ability to develop and deploy a vision and work in and across teams to impact/influence others to align to that vision
• Excellent business acumen and analytical capabilities – ability to consolidate information into clear, concise analysis in support of business decisions
• Very comfortable navigating ambiguity, with outcomes that create value for a variety of stakeholders.
• Strong people leader with demonstrated experience in identifying, motivating and retaining a highly diverse, qualified and engaged team to fulfill current and future business needs
• Well-developed business partner skills; able to establish credibility and rapport with business leaders and HR partners
• Demonstrated ability to thrive and work collaboratively in a geographically matrixed environment
• Familiarity with the talent acquisition practice, agile delivery methodology and working in agile teams is beneficial
• Strong communicator, with excellent oral, written and presentation skills

Specific Education/Experience Requirements:

• Bachelor's Degree required; Post Graduate degree in Business Administration, HR or a related discipline would be an asset.
• 10+ years of experience in HR, Business, and/or Management Consulting with significant exposure to strategy development and implementation and business transformation initiatives preferably within the Financial Industry

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.

Job Description:

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.

Job Description:

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

Educational Requirements:

• University Degree (preferred)
• 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• CIRO Registered Representative (RR) license within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• CFP Eligibility requirements:
  University Degree OR meetoneof the following:
  • Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
  • Up to 10 years of qualifying work experience

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.

Key Responsibilities:

• Act as a primary liaison between portfolio management and distribution teams/business development teams to identify opportunities and lead the delivery of investment insights to clients.
• Represent TDAM's fixed income investment team in client, consultant and advisor meetings
• Communicate TDAM’s competitive advantages effectively through client-facing activities, investment solution analysis, presentation design, and investment writing.
• Maintain comprehensive knowledge of the competitor landscape and keep distribution teams informed of industry trends.
• Collaborate with distribution, investment and product teams to identify trends and propose new strategies and products to internal and external stakeholders.
• Act as a subject matter expert in the creation of communication content.
• Provide updates on market performance, draft opinion pieces, maintain template presentation materials, and write quarterly portfolio commentaries.
• Collaborate with fellow Client Portfolio Managers to ensure consistent and high standards of quality and efficiency in the content delivered to clients and stakeholders.

Qualifications/Skills/Experience:

• CFA designation, along with a relevant undergraduate degree.
• Minimum of 10 years' experience in fixed income investments
• Excellent communication and presentation skills, both verbal and written, with the ability to effectively convey complex solutions and influence stakeholders.
• Strong analytical and problem-solving skills
• Exceptional organizational skills, with the ability to manage multiple projects concurrently.
• Strong business acumen and demonstrated ability to propel business growth
• Proficiency in technology and its application in analytical and portfolio management settings.
• Self-starter with the ability to function with minimal supervision and work effectively both independently and collaboratively within a team environment.
• Ability to thrive in a fast-paced, time-sensitive, and dynamic team environment.
• Understanding of the needs across a broad range of client channels, including retail and institutional investors.
• Acumen in identifying process improvements and developing compelling value propositions for investment strategies.

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.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Job Description:

Portfolio Manager - IT Operations Specialist (Cloud / Data / Finance / Resource) Level 10 - Individual Contributor

Reporting to Senior Leadership within TD Data Operations and Support – Drive key deliverables towards secure, faster and efficient data services/products with key Responsibilities:

- Support coordinating the large IT Support and Operations portfolio:

• Manage the overall operational health and performance of IT Operations portfolios, with a strong emphasis on Cloud (Azure) and Data/AI initiatives.

Performance Monitoring & Reporting:

• Develop, collect, and analyze operational metrics. Create compelling presentations, reports, and dashboards to summarize portfolio status, performance, and key insights for leadership and stakeholders.

Cross-functional Coordination:

• Collaborate closely with managers and peer teams to ensure seamless execution, alignment on priorities, and effective resolution of operational challenges across portfolios.

Leadership alignment:

• Lead and facilitate operational huddles, ensuring clear agendas, actionable outcomes, and effective communication.

IT Support and Incident Oversight:

• Take ownership of major incident management processes, coordinating response efforts, communication, and post-incident reviews to minimize impact and prevent recurrence.

Strategic Reporting & Dashboards:

• Facilitate, design, build, and maintain comprehensive reports and dashboards that provide real-time visibility into operational metrics, trends, and key performance indicators.

ITSM & Product Lifecycle Management:

• Apply strong knowledge of IT Service Management (ITSM) principles and product lifecycle management best practices to optimize service delivery and operational processes.

Continuous Improvement:

• Identify opportunities for process improvement and automation within IT operations, leveraging data and technology to enhance efficiency and reliability.

Required Qualifications:

• Experience: 10+ years of experience in IT operations, portfolio management, or a similar role with significant exposure to cloud environments, data/insights management for effective executive leadership support .

Technical Acumen:

• Demonstrated expertise with Microsoft Azure services and cloud operations.
• Strong understanding of Data concepts, including data pipelines, data warehousing, and data analytics.
• Familiarity with AI/ML concepts and their operational implications is a significant asset.

Operational Excellence:

• Problem solving mindset and approach with proven track record of managing operational metrics, developing performance reports, and presenting complex information clearly and concisely.
• Incident Management - Solid experience in managing major incidents, including coordination, communication, and root cause analysis.
• ITSM & Product Lifecycle: In-depth knowledge of ITSM frameworks (e.g., ITIL) and experience applying product lifecycle management principles to IT services.

Communication & Leadership:

• Exceptional communication, interpersonal, and presentation skills. Ability to lead meetings, influence stakeholders, and work effectively across diverse teams.

Analytical Skills:

• Strong analytical and problem-solving abilities, with a keen eye for detail and the ability to translate data into actionable insights.
• Experience with reporting and dashboarding tools (e.g., Power BI, Tableau), project management software, and ITSM platforms.

Education:

• Bachelor's degree in Computer Science, Mathematics/ Statistics/ Information Technology, Engineering, or a related field.
• Industry certifications around ITIL/COBIT/SixSigma / Azure would be an asset

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.