Job Description

Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars \xe2\x80\x94 physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\xe2\x80\x99ll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\xe2\x80\x99ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\xe2\x80\x99re here to support you towards your goals. As an organization, we keep growing \xe2\x80\x93 and so will you.

Department Overview

Reporting to the Senior Manager CTS Specialty Services, this role is accountable for operational support and dedicated subject matter expertise as it related to Complex Account Transfers. This role will require the successful candidate to act as a single-point of contact between our front-office business partners and lateral Wealth teams to provide an assessment and recommendations to ensure the swift resolution and ownership of complex account transfers.

Job Requirements

• Exceptional written and verbal communication skills
• Experience using EUCs and processing macros
• Advanced reconciliation and investigative skills: Strong working knowledge of ledger balancing and clearing entries
• Advanced command of Excel, Word, PowerPoint, Visio
• Advanced computer and typing/data entry skills
• Detail-oriented and ability to work within deadlines
• Organized with the ability to analyze and solve problems
• Team-oriented and able to develop excellent working relations with other TDBFG departments
• Comprehensive and evident understanding of Microsoft Technology (VB .NET, Windows, Internet Explorer, SQL Server, Web Services)
• Strong critical thinking and ability to decompose complex concepts into simple and compelling messages
• Strong sense of urgency, ownership and demonstrated ability to manage competing priorities
• Evidence of strong leadership and building/maintaining productive working relationships with peers across the organization
• Demonstrated ability to present technical details to a non-technical audience, and articulate solutions to business teams
• Organizational awareness & the ability to balance the viewpoints of various business and technology teams
• Ability to conceptualize automated solutions and understand the prescribed design architecture

Hours

37.5

Job Details

• Perform assessment and monitoring of Complex Transfers, and proactively identify transfers which would require intervention to complete
• Highlight key risks in specific business lines and in the firm as a whole and provide ongoing recommendations on to mitigate these going forward
• Work closely with Legal, Tax, New Accounts, Estates partners, Operations teams, and Credit to provide expert knowledge and swiftly resolve barriers to completion
• Maintain an understanding of regulatory landscape, Estates and Tax strategies to efficiently route and facilitate account transfers
• Requires expanded knowledge of Wealth and Transfers products/services/processes in addition to organizational awareness
• Ability to conduct reviews of customers\' account activity; conduct reviews of sales activity, and generally resolve exceptions; and promptly escalate instances where further clarity or interpretation is required of TD policies and procedures related to providing financial services, and relevant federal and provincial laws
• Assess information, potential gaps in documentation, and holistically evaluate situation to determine immediate risk factors/additional supporting documentation up front
• Liaise with Legal counsel on high complex cases as needed
• Exceptional ability to coordinate activities and timelines across multiple teams to ensure customer expectations are met
• Interact with business partners across the organization to resolve issues quickly and highlight process gaps and opportunities for improvement to enhance the customer/colleague experience
• General knowledge of regulatory disclosures; knowledge of (or willingness to learn) relevant federal and provincial rules and requirements
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Contribute to improved customer experience by providing support, guidance and coaching to colleagues to better enable them to take ownership and solve problems at first point of contact
• Keep current on emerging trends and grow knowledge of the business, related tools and techniques
• Actively participate in personal performance management and development, including coaching, training, campaigns, huddles and business initiatives
• Bilingual in both official languages (English and French) an asset
• Interprets documents, guidelines, standards, policies and results of analysis to inform decision making
• Ability to remain resilient and positive in difficult and sensitive situations
• Quickly assess, prioritize, and process cases when received

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Accommodation
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.

We look forward to hearing from you!

Additional Information

*Preferred candidate identified for one of these two positions*

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Wealth Operations

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank