Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$91,200 - $136,800 CAD

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.

Job Description:

Department / Position Overview:

TD Wealth Operations is part of Wealth National Office and is the operational engine of TD Wealth.  Wealth Operations supports all of TD Wealth distribution channels, TD Mutual Funds, TD Asset Management and TD Securities.

TD Wealth Operations goal is to be recognized as an industry leader in Operational Excellence, to provide legendary client and partner experiences, and to foster a leading employee experience. 

Job Description:

Reporting to the Senior Manager, Operational Excellence, the Group Manager, Wealth Concierge will lead a team of relationship managers and associates to provide a range of specialty support to Wealth LOB partners. The GM will act as a point of escalation as well as lead relationships with various senior leaders across all regions. The accountabilities of the role include, but are not limited to the following:

STRATEGY:

Identify irritants and themes that could be solutioned across the LOBs to improve the Colleague and Client experience, and collaborate with various partners to addressBuild and maintain positive relationships with all partners and Regional leadership teamsAttend various standing Field meetings to collect feedback, share enhancements and act as an extension of the businessOversees a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexityInvolves regular contact with cross-functional teams across TDBG including Compliance, Legal and Wealth colleaguesBuild strategic plans to continue to enhance the service offering

CLIENT:

Monitor and lead team performance to meet partner expectationsEnsure teams effectively manage the client/partner problem resolution processLead the negotiation and resolution of significant client or partner issues including those that are policy related & act as an escalation point for your teamEnsure teams create exceptional Client experience through established programs and processesEnsure the achievement of the team, business and Client Experience goals by coaching/modeling PSI attributes and behaviours

RELATIONSHIP MANAGEMENT:

Create and manage reporting to showcase the teams' achievements, share common trends and leverage for training the team, other Operations teams and LOBsBuild and maintain relationships with key stakeholders from across the LOBs and across the various regions.Partner with colleagues across Operations & Centralized Sales Support to ensure consistency and collaboration to solve Colleague & Client irritants

SHAREHOLDER:

Lead the achievement of satisfactory audits by ensuring teams understand & follow audit and process guidelinesFollow and ensure employees are knowledgeable of and comply with Bank Codes of Conduct and Privacy CodeFollow and ensure employees understand and apply bank/business operating policies and proceduresEnsure necessary due diligence is taken to support the accuracy of all client transactions and all compliance requirementsIdentify and manage areas of risk and escalate as necessaryEnsure the optimization of workforce utilization by actively using and promoting Operations Management PrinciplesContribute to the development of Annual Business Plan, aligning to overall operations strategyCoach and lead the team to achieve set business objectives and KPI targetsFoster a culture that encourages employees to identify and suggest process improvements

EMPLOYEE/ TEAM:

Actively lead and participate in performance management process including, coaching and career development, utilizing all available toolsLead the growth of a flexible workforce by driving employee skill breadth and depth development through ongoing coaching, training and performance discussionsDevelop and build for the future through active participation in resource development and planning activitiesCreate, lead, and ensure follow up on action plans to improve the employee experienceCreate and foster a diverse and inclusive workplacePromote and contribute to a positive and respectful work environmentEnsure employees understand, own and live the TD Framework principles every dayConsistently demonstrate the TD Management Practices and Leadership Profile behavioursPromote and support reward and recognition programs by recognizing employees and peers and submitting award nominations throughout the yearPromote and motivate employees to participate in reward and recognition programs throughout the yearPositively lead change within the business and coach to increase Change Management skillsActively participate in community related activities and encourage the same of the team

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/stores. 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 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’ve 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’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
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. Learn more

Additional Information:
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.

Colleague Development
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.
 

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

Interview Process 
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.

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!

Language Requirement (Quebec only):

Sans Objet