Contact Centre Rep IV – Money-In Services

Description

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).

What You’ll Do

Money-In Advice offers tailored guidance based on individual needs, investment goals, time horizons and risk tolerance, aiding customers in achieving their short to long-term objectives.

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 callers with account inquiries, or resolving an issue by recommending a TD product or service, you’ll help us offer trusted support to our clients whenever they need it.

You’ll consistently deliver legendary customer service by providing each caller with the right solutions to meet their unique banking needs.

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

• Make people’s day : strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services and solutions.
• Solve problems efficiently : resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.
• Achieve your goals : consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.
• Never stop learning : actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

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 the 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 Requirements

What 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.

High school diploma and one (1) or more years of relevant experience. Post-secondary degree / diploma is preferred. Successful completion of mandatory regulatory course IFIC or CSC required.

Bilingual in (English / French) or (Mandarin / Cantonese) are considered an asset

Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns

Ability to review customer investment portfolios and provide comprehensive information on mutual funds, investment strategies and market trends.

Conduct a thorough financial needs assessment for customers to understand their goals and risk tolerance. Execute buy and sell orders, ensuring accuracy and compliance with regulatory requirements and integrity.

Achieve sales targets through the recommendation of appropriate products and services to meet clients' ever-changing needs, while delivering exceptional customer experience

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.

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

Who We Are :

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.

With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.

Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.

We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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.

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