דרושים Canada, London

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.

CUSTOMER

• Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management

• Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)

• Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

• Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations

• Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience

• Support ONE TD by identifying and referring customers to internal Bank partners as appropriate

• Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends

• Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products

• Ensure customer problems are handled professionally, escalating issues to management when necessary

• Build and exhibit sales skills and credit knowledge and partner effectively within TD's employee-focused culture

• Work closely with District Manager to make sales calls and conduct monthly coaching sessions

SHAREHOLDER

• Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services

• Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.

• Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies

• Understand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank

• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality

• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary

• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist

• Adhere to internal policies/procedures and applicable regulatory guidelines and keep abreast of emerging issues, trends and evolving regulatory requirements and assess potential impacts

• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Complete all compliance training and attestations within required timelines

• Be knowledgeable of and comply with Bank and Industry Codes of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest

• Support the team by continuously enhancing knowledge/ expertise in own area 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

• Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions

• Contribute to a fair and positive working environment that supports a diverse workforce

• Participate in team meetings, employee surveys, action planning, and training sessions

• Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.

• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

• Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support within their own area of specialty

• Requires expanded knowledge of products/services and key competitors

• Understands key business and customer drivers and processes in the context of own work

• Identifies referral opportunities at increasing levels of complexity

• Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors

• Coordinates activities and timelines across multiple teams to ensure customer needs are met

• Executes a moderately complex sales or account management process, focusing on “features” selling and customer data gathering

• Investigates and analyzes possible alternative solutions and approaches based on documentation of the customer fact pattern

• Impacts sales achievement of their own and related teams

• Simplifies information to customers, clarifies unique situations and leads coordination of information to ensure service and standards are met

• Work performed under management guidance and supervision

• May identify and contribute to problem resolution

• Generally reports to a Manager or above

EXPERIENCE AND / OR EDUCATION

• Undergraduate degree or community college diploma preferred

• Minimum 3 years of experience working directly in a client facing, sales or relationship focused role

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

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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

CUSTOMER

• Provide courteous, efficient, and professional customer service to ensure inquiries, problems and issues are resolved promptly and effectively under all conditions
• Ensure change activities are performed on time, minimizing risk to the service/business environment
• Monitor resources to ensure availability associated with business applications and technology
• Identify, resolve, or escalate service delivery issues and/or complaints
• Maintain proficient knowledge of tools, processes, procedures, and resources necessary to assist in problem determination as well as recovery
• Maintain proficient knowledge of technology components, applications, clients/customers and business services
• Prioritize activities to ensure time invested is appropriate to the availability impact
• Provide seamless integration of activities and processes, recognizing system interdependencies
• Act as an information source to colleagues, business partners and clients/customers
• Ensure prompt and timely updates to service issues, and follow through on outstanding problems

SHAREHOLDER

• Deliver and maintain accurate reports and documentation
• Follow established procedures and standards
• Follow standards, policies and procedures to ensure compliance with the Disaster Recovery Plan (DRP) and applicable Business Recovery Plans (BRP)
• Maintain a secure work environment and ensure adherence to notification and escalation processes
• Communicate effectively within the team relative to service issues and scheduled changes
• Recommend improvements and enhancements to internal departmental processes
• Comply with well-defined enterprise technology delivery practices and standards and project management disciplines

EMPLOYEE / TEAM

• Work effectively as a team, supporting other members of the team in resolving critical service issues
• Prioritize and manage own workload in order to deliver quality results and meet timelines
• Support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
• Participate in knowledge transfer within the team and business units
• Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency of the business unit and/or team

BREADTH & DEPTH

• Provides front line customer service support to clients on a broad range of issues
• Investigates problems beyond own area of knowledge, applying a broad business focus
• Assesses level of knowledge of caller and translates information when providing assistance
• Prioritizes and may assign problems and service issues to other team members
• Co-ordinates problem resolution and the implementation of changes in accordance with established change processes
• Integrates all sources of information when providing assistance to clients
• Makes independent decisions within generally defined parameters
• Generally reports to a Team Manager

EXPERIENCE & EDUCATION

• Undergraduate degree or Technical Certificate

*Preferred candidate identified

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.

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.