דרושים Onboarding Contracting Specialist - 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.

Job Description:

Targeted sales training is provided where you will build your sales skills and credit knowledge. Our comprehensive training will ensure you smoothly integrate within TD's employee focused corporate culture and your new team.Your Sales Manager is committed to your success and will work closely with you by making joint sales calls and conducting monthly coaching sessions. You will work from a sales management system which has been designed specifically for our sales channel to enable your success.This position sets you up for success by offering….A competitive commission package with unlimited earning potential and comprehensive benefits
Exceptional sales and activity management programs to support your efforts.
All the essential tools you need for your home office, including a laptop computer, email and network access, and provide a monthly allowance for your phone.

TD Canada Trust est l'entreprise du TD axée sur la clientèle qui offre des services bancaires personnels et aux petites entreprises. Au service de plus de 11 millions de clients au Canada, TD Canada Trust offre une gamme complète de produits et de services financiers par l'intermédiaire de son réseau de succursales de détail ainsi que d'autres canaux de vente tels que notre équipe de spécialistes hypothécaires mobiles.L’équipe des représentants des ventes de prêts hypothécaires constitue un canal national de services bancaires de détail dont le mandat est d’accroître la clientèle de TD Canada Trust au moyen de facilités de crédit garanti par des biens immobiliers.

Êtes-vous à la recherche d'un emploi stimulant dans le domaine de l'expansion des affaires au sein d'une des institutions financières les plus puissantes au Canada?À la TD, nous souhaitons agrandir notre équipe de spécialistes hypothécaires mobiles et cherchons donc des professionnels de la vente compétents prêts à se joindre à notre équipe dynamique.• Avez-vous d’excellents antécédents en vente?
• Êtes-vous réputé pour votre capacité à établir et à entretenir des relations avec les clients?
• Possédez-vous un esprit d'initiative ainsi qu'une approche proactive et stratégique en vue de vous constituer une clientèle?Si c'est le cas, notre offre d'emploi de spécialiste hypothécaire mobile représente pour vous une occasion unique d'atteindre vos objectifs professionnels et d'organiser votre horaire de travail de manière à maintenir l'équilibre qui vous convient. Dans le cadre de vos efforts de développement avec l'équipe de spécialistes hypothécaires, vous serez notamment appelé à cibler les courtiers, les constructeurs, les planificateurs financiers et les autres centres d'influence pouvant générer des références.
Vous recevrez une formation axée sur la vente qui vous permettra de renforcer vos compétences en vente et vos connaissances du crédit. Notre formation complète facilitera votre intégration à la culture d'entreprise axée sur les employés de la TD et à votre nouvelle équipe.Le poste dont il est question favorisera votre succès en vous fournissant…• un programme de commission concurrentiel offrant un potentiel de gains illimité et de nombreux avantages;
• des programmes exceptionnels de gestion des ventes et des activités pour soutenir vos efforts;
• tous les outils nécessaires pour votre bureau personnel, y compris un ordinateur portable, une adresse électronique et l'accès à un réseau, en plus d'une allocation mensuelle pour l'utilisation de votre téléphone;
• l'occasion de faire progresser votre carrière au sein d'une multinationale prospère;
• la possibilité de faire croître vospropres affairesgrâce à la marque TD, la meilleure au Canada

Qui recherchons-nous?
• Un candidat grandement motivé possédant un sens de l'initiative et d'exceptionnelles compétences de vente
• Un professionnel indépendant et autonome ayant un penchant pour l'établissement de nouvelles relations d'affaires sur un marché concurrentiel en constante évolution
• Une personne possédant d'excellentes compétences en matière de relations interpersonnelles, de communication, de service à la clientèle, de réseautage et de gestion des relations-clients
• Préférablement, un candidat connaissant bien les services bancaires de détail ou le processus d'approbation de crédit
• Études postsecondaires, un atout
#LI-POST

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:

TD Asset Based Lending (TDABL) is the asset based lending division within Commercial National Accounts (CNA) within the Commercial Bank. This dynamic, growing group provides dedicated relationship coverage to asset-based clients across the country with annual revenues generally ranging from $30 million to $2 billion and typical credit requirements in excess of $25,000,000. Credit relationships are complex and are comprised of both bilateral and syndicated transactions. The group consists of senior asset-based lending and commercial banking professionals who combine specific industry knowledge and extensive deal structuring experience to offer a full suite of customized credit and cash management solutions to meet the complex needs of our clients.

Job Description:

The Associate Director provides dedicated credit management support to a Director in the TDABL group. The Associate Director reports to a Director, Credit Execution (DCE) within the TDABL group. Key accountabilities include:

• Preparing credit applications and recommending credit decisions.
• Performing due diligence on assigned accounts and addressing identified trends.
• Reviewing and recommending changes relating to field exams, appraisals and third-party reports.
• Contributing to growth of the portfolio by structuring competitive packages while maintaining credit quality and pro-actively looking to expand client relationships.
• Actively managing monitoring and control processes for the portfolio to ensure the necessary processes are completed in a timely manner.
• Negotiating custom loan documentation in partnership with counsel (or with other Lenders in syndicated transactions)
• Developing industry policies with the Director and providing syndication expertise.

Job Requirements:

Qualifications/Skills/Experience:

• 3-5 years experience in Commercial Banking and preferably Asset Based Lending, in particular with complex credit structures.
• Very solid credit, analytical and problem-solving skills with financial modeling experience.
• Excellent communication and organizational skills.
• Commitment to being a strong team player, with an ability to work independently and manage competing deadlines.
• The ability to engage in active dialogue with internal and external stakeholders.
• Ability to travel as required.

Specific EducationalRequirements/Accreditations:

• An undergraduate or graduate degree in Business, Economics, Finance or other quantitative discipline.

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.