Wealth Operations Officer Iii

3 weeks ago

Markham, Canada TD Bank Full time

**Work Location**:
Markham, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$45,900 - $64,800 CAD

**Department Overview**

**The Wealth Information Centre **is a contact centre who liaisons between business partners and operational departments. The mandate is to own, escalate and resolve issues; the focus of this team is to provide exceptional service to business partners.

This role requires a strong individual who will focus on providing clients with quality service while developing strong relationships with Operations departments and client-facing partners. Performance will be accountable within the three strategic themes:
To the Client:

- Create a positive business partner/client experience at every interaction
- Contribute to the ongoing improvement of the WIC as a whole and the client experience
- Respond to inquiries promptly and accurately; proactively provide options and solutions including timely follow-up
- Ensure issues are handled appropriately, proactively escalating when necessary
- Efficiently manage expectations/concerns through strong communication skills, both verbal and written
- Build trust by demonstrating reliability, accuracy and accountability
- Provide documents/information that effectively support the needs of the business partner, educating as appropriate
- Demonstrate solid knowledge of the business and TD Wealth products & services
- _Instill confidence in our partners by offering to guide them to applicable tools and reference material on the intranet**To The Shareholder**:

- Be knowledgeable of, and comply with, TDBG codes of conduct and securities laws and regulations
- Review Partner request to ensure first call resolution
- Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities)
- Be a self-sufficient resource to research information
- Contribute to WIC objectives for Operational Excellence
- Effectively reduce risk by asking probing questions and ensuring information provided is complete and accurate
- Control the call to make efficient use of phone times
- Ensure efficient use of resources in adhering to TDBG “green” initiativesAdhere to the Clean Desk Standard and Audit controls

**To the Team and Managerial Assessment**:

- Consistently foster a positive and inclusive work environment
- Actively participate in the performance management process
- Actively participate in meetings and coaching sessions
- Create & maintain a Personal Development Plan to meet personal & professional development objectives
- Keep immediate team members informed and up-to-date about the status/progress of day-to-day activities and relevant projects
- Complete required training courses and continuing education requirements on time
- Positively represent the TD Brand within the community

**Job Requirements**
- High School diploma with over 3 years of relevant experience
- Undergraduate degree/ college diploma is an asset
- Deep knowledge of business unit, regulatory issues and variety of products, processes and systems
- Strong communications skills with ability to work in a team as well as independently

**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

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