Td Insurance Bilingual Fre/eng Auto Claims Advisor jobs at Td Bank in Canada

Colleague Development

Additionally, you will have access to a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding

We are hosting in-person training and onboarding sessions at Ottawa- 1595 Telesat Court for 11 weeks to ensure you’ve got everything you need to succeed in your new role. The training which will require your commitment which will include but not limited to, licensing, systems, and procedures.

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.

CUSTOMER

• Demonstrate our commitment to being a client-centric organization that puts clients first by ensuring a legendary Client Planning Experience is provided during every client interaction to maximize retention and growth
• Provide the client with wealth planning advice on all facets of business owner and succession planning
• Prepare customized wealth plans independently on a timely basis based on information obtained directly from relationship managers/advisors
• Carry out independent research to ensure all of a client’s business planning issues are addressed and keep abreast of relevant tax, estate and business planning developments
• Participate in client meetings and delivery of client educational seminars as needed
• Build an external network of professionals to support client requirements in specialized areas such as tax, valuations, corporate finance and law

SHAREHOLDER

• Plan, recommend and implement a strategy to deliver industry leading Business Planning solutions to support the growth of PWM/Commercial Bank
• Deliver Business Succession Planning solutions in a manner that is compliant with regulations, policies and procedures
• Proactively spot, anchor, introduce and follow up on opportunities for complimentary businesses and solutions
• Execute on TD Wealth's high net worth strategy
• Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Ensure appropriate service levels are provided to maximize role profitability, minimize costs and manage business to avoid financial losses and reputational damage to TDBG
• Diligently track and report on a regular basis, the outcome of wealth plans delivered and new business generated
• Develops and implements sales strategies to proactively attract, acquire and retain clients, sales opportunities and referrals, to increase profitability and enable TD Wealth growth
• Promote and offer full suite of products, sales, services and banking capabilities for business transition
• Protect the interests of the TD Bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Actively manage relationships within and across businesses and ensure alignment with TD Bank and regulatory requirements
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Support our corporate responsibility and citizenship objectives through community and charity involvement

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
• Work effectively to develop and maintain good relationships with investment advisors and relationship managers as well as their business leaders within TD Wealth Management
• Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for WAS and the bank, both internally and/or externally

BREADTH & DEPTH

• Recognized as an expert in tax/business owner planning and succession planning services
• Serve as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts
• Work within general policies and industry guidelines
• Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader organizational context

EXPERIENCE & EDUCATION

• Undergraduate degree
• Advanced professional degree (CA, LL.B/JD, etc)
• Certified financial planning designation an asset (CFP, Pl. Fin, etc.)
• Tax knowledge and expertise on all facets of succession and transition planning
• Completion of the In-depth Tax course, levels 1 & 2 or Masters of Tax is a strong asset and/or
• Minimum 10 years of practical experience

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.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in a financial sales position, preferably working with the affluent client segment
- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

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

Reporting to a Practice Leader in Alberta, Counsel II handles assigned insurance legal matters, represents TD Insurance or its policyholders in civil litigation matters involving claims for damages and compensation for personal injury or property damage of varying value with legal issues of ranging complexity.

Hybrid work model. This position will report out of the Calgary office.

Main Responsibilities

• Develop and revise appropriate legal strategy for questioning, investigation, handling and trial of cases.

• Communicate with TD Insurance analysts and insured clients, as appropriate.

• Conduct necessary and appropriate Questionings, applications, trials, and mediations.

• Research the law applicable to cases or matters.

• Draft legal documents, pleadings, applications and legal factums as required.

• Remain current with developments in the law.

Job Requirements

• Completion of law school with LLB and admission to the bar in Alberta.

• 5+ years' experience as a lawyer with a background in insurance defense litigation or other litigation, including personal injury or general litigation.

• Knowledge of legal and court documents and procedures.

• Knowledge of standard office equipment and word processing.

• Excellent oral and written communication skills.

• Ability to communicate effectively.

• Ability to edit and proof legal documents.

• Motivated self-starter with capability to work productively under pressure.

• Strong interpersonal and client service skills, professional and positive demeanor.

• Superior organizational and priority setting skills, strong work ethic and ability to multi-task.

• Conceptual and creative problem solving skills

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:

Reporting to the Senior Tax Manager (people manager), with operational oversight by a Tax Manager (client relationship manager), the Senior Tax Analyst is primarily responsible for the preparation of complex T1 (Personal), T2 (Corporate), T1D (Terminal) and T3 (Estate & Trust) returns. The position also entails assisting the Tax Manager in the relationship management of the assigned client files, including detail reviewing returns prepared by Tax Analysts, as requested.

Hybrid Scheduled Role:

Colleagues will split their work week between our TD Tower, Pacific Centre office location in Vancouver (4 days onsite) and home office based on one (1) pre-scheduled day during a standard 37.5-hour work week. In addition, this role requires excess hours, during the very fast paced Trust and Personal Tax Filing Season in March and April.

Specific accountabilities include:

• Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns for assigned clients in a timely and accurate manner, including correspondence and fee invoices associated with the client file.

• Performing the detailed review of non-complex personal (T1) and trust (T3) tax returns, during busy season, prepared by tax season contractors.

• Setting up new client tax prep, saving all working papers online in the client database.

• Reviewing client's tax history and prior years returns prepared externally for errors and omissions.

• Analyzing Canada Revenue Agency (CRA) online history for all new tax clients and following up with tax manager on any outstanding tax returns.

• Updating various tax return control lists and fee calculation sheets, in accordance with internal policies and procedures.

• Actioning CRA queries by preparing memos in response and submitting supporting documents.

• Responding to CRA pre and post assessment reviews in a timely manner.

• Calculating tax reserves, reviewing quarterly instalments, arranging for client tax payments ensuring all taxes paid are accurate and on time.

• Requesting tax clearance certificates for estates, trusts, corporations, and GST accounts.

• Assisting Tax Manager with relationship management of assigned client files and/or special projects.

• Contacting client or internal partner for missing information required.

• Staying abreast of tax developments and tax planning on assigned files.

• Maintaining a good working relationship with all internal partners and clients for assigned files.

• Executing administrative duties in the absence of the Tax Analyst.

Education/Accreditations:

• Accounting designation (CPA, CA, CMA, CGA).

• Enrollment in STEP and working towards completing (TEP) designation.

• CICA In-Depth Course, an asset.

Qualifications/Skills/Experience:

• FRENCH & ENGLISH FLUENCY REQUIRED : Candidate must be fully proficient in speaking and writing in French and English in a professional setting.

• 3+ years of recent experience in a professional tax services environment (i.e., tax services company, trust company or public accounting firm) preparing and reviewing trust (T3) and personal (T1) income tax returns.

• Experience in tax accounting and preparing corporate (T2) income tax returns for investment holding companies, terminal, and estate tax returns, would be an asset.

• Proficient with CCH Taxprep software, CaseWare and CRA Represent a client system.

• Strong computer skills, experience with MS Office and Adobe Professional.

• Effective time management, organizational, and communication skills (oral and written).

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked in excess of 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior tocommencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness and no-fee banking)

• Training and development, including fully funded CPA and TEPMembership/Accreditationrenewals, along with applicable courses to obtain and retain both designations.

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 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.