דרושים Business Development Manager Inside Sales - Td Asset Management ב-Td Bank ב-Canada, Montreal

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.

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview

TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.

Being There in the Moments That Matter- At TD Insurance, you can contribute to those moments that matter, moments when we work together to improve the lives of our clients.

Reporting to a Team Manager, Residential Claims, the Residential Field Claims Adjuster is responsible for handling residential claims where you will meet with clients to provide them guidance to facilitate the settlement of their claim. You will complete on-site inspections; scoping of the damages, assigning as required the appropriate contractor or supplier, and you will analyze the information gathered to determine coverage.

Responsibilities of the role include but are not limited to the following:

• Provides personal and legendary client service, ensuring timely follow-ups.

• Manages and settles residential claims in accordance with operational standards.

• Balances the needs of the client and those of the insurer when settling claims.

• Completes estimates and negotiates with contractors on residential repairs.

• Controls expenditures on all claim settlements.

• Assists and helps to develop internal and external colleagues.

• Industry accreditation and training on an ongoing basis is a requirement of the role.

Job Requirements

• You are focused on providing clients with the best possible experience.

• You have a thorough knowledge and understanding of home insurance policy coverage and claims adjudication.

• You have a thorough knowledge of residential constructionprocedures/restorationpractices and experience in handling structural building damage claims.

• You possess excellent verbal/written communication skills inboth French and English.

• You can exercise good judgement in the settlement of claims and have effective negotiation skills.

• You maintain a positive demeanor and foster team spirit, while demonstrating superior interpersonal and communication skills.

• You have sound problem-solving and analytical skills and excellent organization and time management skills.

• You must have a clear Drivers Abstract

• You possess strong typing and computer skills and are proficient withXactanalysis/Xactimate,Guidewire ClaimCenter and Microsoft Office.

• To be considered for this role, you must possess a valid AMF claims adjuster license.

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us.

As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Job Description:

and corporate clients, as well as high-net worth clients and retail mutual funds.

Key Accountabilities

• Responsible for partnering with the Regional Vice President and co-managing an assigned territory of portfolio managers and investment advisors.
• Become an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel.
• Executes on the business plan, meets activity targets and ensures an excellent customer experience.
• Develops new business and increases share of wallet within the region by proactively attracting, acquiring and retaining customers.
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience.
• Works on investment strategy and portfolio construction analytics
• In-depth understanding of TDAM products and those of key competitors
• Upholds corporate and industry sales practices.

Skills & Experience Required

• University degree
• Preference given to industry accreditations (CFA, CIM, FCSI)
• 3+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment
• Fully fluent in French(for Quebec Region)

**Please note the role requires to be in the office 4 days a week**

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:

The Manager Cash Management (MCM) is a resident product expert, identifying and exploiting opportunities to introduce cash management and deposit products to our commercial banking clients. You are relied upon to add value to existing customer relationships by providing a package of services that will allow them to leverage the contribution of their deposit balances to the businesses bottom line while simplifying theaccounting/managementof cash flows and capital allocations across their organization. In addition to mining one of the largest commercial customer bases in Canada, you will also be relied upon to provide a point of entry for TD to offer deposit and credit services to businesses currently being serviced by our competitors. You will participate in developing and executing a comprehensive cash management plan for the branch. On a regular basis you will conduct independent as well as joint business development presentations with commercial bankers and structure business proposals that will enable you to provide strategic and creative solutions for each customers unique cash management requirements. Once a package of products has been selected, you will oversee the execution of the plan and the installation of product packages into the customer’s organization. Thereafter, you are relied upon to identify additional customer needs and communicate those to the credit relationship manager as appropriate. The position reports to the Unit Leader or a more senior Manager Cash Management in larger units. This position is accountable to deliver a superior customer experience and drive profitable business growth.

Job Requirements :

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:

Department Overview:

Job Description:

The Account Executive is responsible to:Lead a go-to-market strategy in order to further develop an assigned database, prospect and convert new relationships and maximize lead generation;• Comfort reaching stretch objectives within the assigned territory;
• Negotiate and structure equipment finance and leasing transactions to ensure they meet the client and TDEF's requirements;
• Manage originated transactions wing-to-wing including quoting, credit submission, documentation and funding;
• Understand TDEF’s value proposition by industry segment and customer profile.
• Manage the existing portfolio, ensuring customer service expectations are met and assisting the risk team with any distressed accounts;
• Have the financial acumen to be able to read and analyze financial statements and structure a value-added deal for the client within reasonable risk tolerances at an appropriate return;
• Work collaboratively with credit, Capital Markets and legal teams through the various stages of each transaction.

Job Requirements :

Bachelor's degree in Commerce/Business;

• 4+ years of sales development and/or customer relationship management experience;

• Proven ability to thrive in a fast paced, collaborative, team-driven environment;
• Superior Business development skills;
• Possesses considerable initiative and ability to build relationships;
• Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth;
• Current knowledge of equipment finance and leasing industry.
• Excellent analytical skills & In-depth knowledge of Financing and Accounting;
• Ability to excel at administration and be exceptionally well organized;
• Bilingual –French/English; (QuebecOnly)• 4+ years of related experiences in the financial industry or equipment financing;
• CFA, CA, CMA or MBA - Finance Program;
• Knowledge of financial accounting and taxation

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

• Perform clerical and administrative functions to support department activities
• Answer phones, direct calls to proper people, take messages and respond to routine inquiries
• Open, sort, and distribute mail, set up files, maintains records and perform data entry
• Process and record routine items, compile, collate reports / documents, manage correspondence, memos, lists, agendas, etc.
• Maintain supply inventories, order office supplies, day to day management of office facilities / premises
• Contact others to gather further information or resolve discrepancies
• May have contact with internal and/ or external partners to give or receive information or resolve issues

SHAREHOLDER

• Prioritize own workload to meet SLA requirements for service and productivity
• Understand and apply operating policies and procedures
• Support the timely and accurate completion of business processes and procedures
• Escalate non-standard or high-risk activities as necessary
• Support and participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

• 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

BREADTH & DEPTH

• Works within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications
• Transactions and activities require process knowledge for own area of expertise and could be characterized by low to moderate risk
• Takes a broad perspective to identify and resolve issues that are atypical, infrequent or not covered by stated processes
• Typically has interaction with internal customers/partners
• Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
• Completes work with limited degree of supervision
• Requires full proficiency gained through job related training to perform a range of duties, and has working level knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions supported
• Generally reports to a Team Manager

EXPERIENCE & EDUCATION

• High school diploma
• 2+ years of 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.

Job Description:

Department Overview :

Credit analysis is not a major component of the RM’s accountabilities although based on business volumes may be required to meet customer expectations. The Relationship Manager receives coaching and support from the Unit Leader and Sales Manager.

Job Description :

As a Relationship Manager you will work on a two person team with an Analyst to manage a portfolio of mid-market Commercial relationships. As the face of the Bank to your clients, you will establish yourself as a trusted business advisor who is sought after for guidance regarding matters relating to the credit facilities that are supporting the client's business strategy. You will also add value by identifying opportunities and opening doors that will enhance the scope of the overall banking relationship.

To that end the position develops and executes a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business. You’ll also broaden your sphere of influence by developing relationships with industry and other external contacts to generate additional new business opportunities through referrals as well as a targeted calling program.

Job Requirements :

Aperçu du service:

L'analyse de crédit ne constitue pas une composante majeure des responsabilités du/de la gestionnaire des relations clients, mais peut être nécessaire, selon le volume d'affaires, pour répondre aux attentes des clients. Le/la gestionnaire des relations clients bénéficie de l'encadrement et du soutien du/de la chef(fe) d'unité et du/de la gestionnaire des ventes.

Description du poste :

En tant que Directeur des relations clients, vous travaillerez au sein d'une équipe de deux personnes, avec un analyste, pour gérer un portefeuille de relations commerciales sur le marché intermédiaire. Représentant de la banque auprès de vos clients, vous vous positionnerez comme un conseiller de confiance, sollicité pour des conseils sur les facilités de crédit qui soutiennent la stratégie commerciale du client. Vous apporterez également de la valeur ajoutée en identifiant les opportunités et en ouvrant des perspectives qui enrichiront la relation bancaire globale.

À cette fin, vous développerez et exécuterez une stratégie relationnelle pour chaque client, en identifiant les enjeux clés de la relation et en mettant en œuvre une stratégie visant à faciliter le développement de notre partenariat avec l'entreprise. Vous élargirez également votre sphère d'influence en développant des relations avec des contacts externes et du secteur afin de générer de nouvelles opportunités commerciales grâce aux recommandations et à un programme d'appels ciblés.

Développer de nouvelles relations et développer de nouveaux volumes grâce à des recommandations internes et externes et à un programme d'appels ciblés constitue votre principale responsabilité. Vous êtes à l'aise dans un environnement de travail axé sur le travail d'équipe, où vous devrez concilier ventes, ventes croisées, service client et recommandations de partenaires commerciaux.

Exigences du poste :

Les Directeurs relations clients performants possèdent une capacité avérée à générer continuellement de nouvelles affaires et à développer un portefeuille existant de clients de grandes entreprises. Un Directeur des relations clients doit être à l'aise pour exécuter un plan marketing indépendant, incluant une part importante du temps consacré à un programme d'appels et au développement de prospects auto-générés. De plus, pour identifier des opportunités commerciales de qualité, il doit posséder une expérience en analyse et en structuration de crédit commercial.

Outre votre diplôme de premier ou deuxième cycle en commerce ou un titre professionnel pertinent, vous justifiez idéalement de deux à trois ans d'expérience en tant qu'analyste financier ou gestionnaire de comptes en entreprise ou dans le secteur bancaire. Vous pouvez également avoir une expérience dans un autre domaine répondant aux besoins de l'entreprise et souhaitez apporter une valeur ajoutée sous un angle différent. Vous possédez de solides compétences en analyse et en gestion des relations clients et souhaitez les développer davantage dans ce rôle.

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.