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Direct investing phone specialist

3 months ago

Markham Ontario IP, CA TD Full time

Lieu de travail:

Canada

Horaire:

37.5

Secteur d’activité:

Services bancaires personnels et commerciaux

Détails de la rémunération :

Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

Department Overview

At TD Wealth Contact Center, our wealth specialists will work with you to help you achieve your financial goals through a comprehensive range of self-serve and phone support. Growing and making the most of your assets is at the heart of what we do. Alongside caring colleagues and supportive leaders, you’ll make a meaningful difference to our business, our customers, and our communities.

We service over a million customers, supported by 1300+ wealth professionals across three distinct lines of business (Direct Investing, Money-In Advice, and Financial Planning Direct).

Job DetailsWhat You’ll Do

TD Direct Investing offers a wide variety of investment platforms, accounts, resources and choices for self-directed investors. As the voice of TD, you’ll be passionate about understanding our customers. Your role within the Contact Center is essential to TD's success, as our customers are at the center of everything we do. You'll support customers through inbound and outbound calls. Whether you’re assisting in-bound callers with account inquiries or resolving an issue by recommending a TD product or service, you’ll help us offer trusted support to our customers whenever they need it. You’ll consistently deliver exceptional customer experiences by providing the right solutions to meet their unique investing needs.

As a valued member of our Contact Center Team, you will:

  1. Make people’s day: strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD investing products, services and solutions.

  2. Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.

  3. Achieve your goals: consistently reach performance objectives, including customer experience survey results, sales goals, compliance regulations, and productivity targets.

  4. Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

Bring your whole self to work and have fun This is your chance to define every new day, embrace the adventure and make a meaningful contribution that helps to deliver results and accomplish great things for your career and the customers of TD Most importantly, you'll be our voice at TD. Every phone call you answer, every message you send is your chance to shine

Where You’ll Work

This role operates in a hybrid workplace model as there is a mix of collaborative and independent activities associated with this position. You are expected to work from a TD premise at least 2 days a week and you have flexibility to work from your secure, private home office on other days. The hiring manager will provide more information on how this works for their team.

Job RequirementsWhat You Need to Succeed

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.

  1. High school diploma and post-secondary preferred.

  2. Mandarin and/or Cantonese are considered an asset.

  3. Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.)

  4. Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics.

  5. Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.).

  6. Flexibility, resiliency, and a positive attitude when responding to challenging situations.

  7. Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices.

  8. Expertise in a variety of sales and service-related activities to provide customers/partners with support on transactions, activities, and product features.

Training & Onboarding

The onboarding/training is a 13-week full time program with a minimum of the first 60 days on TD premises located in (Markham) eventually transitioning to a hybrid model. Upon completion of training program, you are expected to work from a TD premise at least 2 days a week and you have the flexibility to work from your secure, private home office on other days. This could include participating in completing the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) to help with your personal development. However, it is not a requirement of the DI Phone Specialist role.

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance.

Renseignements supplémentaires

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Mesures d’adaptation

L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Nous avons hâte d’avoir de vos nouvelles

Exigences linguistiques:

N/A

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