Intake Officer, Wealth Cares

Work Location:

Toronto Ontario Canada

Hours:

37.5

Line of Business:

Sales & Customer Distribution Support

Pay Details:

$69700 - $98400 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 candidates 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:

The WealthCares Complaint Officeris responsible for workflow management and case assignment to Wealth Cares and/or the respective Wealth line of business. They act as the central point of contact for front lineWealth Advised employees and business partners onlevel 2complaint matters.They will also be responsiblefor ensuringregulatory filings are completed along withrespective follow-up within the team. This role will also play an integral role in the complaint reporting processes.They provide legendarycolleague experience through a combinationofexpertise experience and documented principles/practices.Reviewing submissions to determineif they are deemed regulatory and sent to Wealth Cares orservice andadvising the respective business contacts to manage.

• Ensuringall Wealth Cares complaintsaredocumented onto a database with a goal to protect data integrity.

• LiaisingwithTD Wealthandother TDbusiness partnersregularlyto verify facts andguidance.

• Identifying systemic issues and trends and developing potential solutionsthrough detailed and accurate reporting;

• Taking ownership and responsibility to ensure an immediate solution to triagefilesalong with follow-up to meetestablishedregulatorydeadlines; and

• Assist with special projects as required.

JobRequirements

• Results-oriented individualwithsuperiorwritten and verbal communication skills judgment and business acumen;

• Thorough knowledge ofWealth Management

• Attention to detail analytical organizational and problem-solving capabilities;

• Knowledge of TDCT and Wealth processes products and services;

• Ability to interactand workwith individuals at all levels of the organization;

• Proven ability to work independently manage andprioritize multiple taskstomeet deadlines.

• Proficient knowledge of MS Office Word Excel Access Power Point;

• Ability to operate in an evolvingand often changingenvironment; and

• Willingness to embrace additional responsibilities as required.

• Bilingual in French and English is an asset.

PreferredEducation and Accreditation

• Canadian Securities Course (CSC) and/or Investments Funds in Canada (IFIC);

• Certified Financial Planner (CFP)and/or Professional Financial Planning (PFP);

• Wealth Management Essentials Course (WME);

• Other industry coursesarean asset.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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

Interview Process
Well 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 youd 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

Required Experience:

Unclear Seniority

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 69700 - 98400