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TD

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.

2 Jobs Found

Client Service Associate Full-time Job

TD

Customer Service   Courtenay
Job Details

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

 

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings
  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration
  • Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
  • Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
  • Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
  • Adhere to all policies and procedures and maintain a culture and operation of risk management
  • Use insights to continually improve individual and team performance for clients
  • Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

 

Job Requirements

  • Undergraduate degree or community college diploma preferred
  • Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months. 
  • Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Client Service Associate

TD
Courtenay
  Customer Service Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and ser...
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Mar 20th, 2025 at 17:06

Sr. IT Support Analyst Full-time Job

TD

IT & Telecoms   Toronto
Job Details

Work Location:

Toronto, Ontario, Canada

 

Hours:

37.5

 

Line of Business:

Technology Solutions

 

KEY ACCOUNTABILITIES

CUSTOMER

  • Perform controlled resolution of incidents and problems including prioritization and escalation liaising with business and technology partners as appropriate
  • Service applications / systems and provide a level of application/ systems/ operational availability that meets or exceeds established standards/service levels, while minimizing operational risk
  • Partner with key stakeholders to schedule packaging and release new applications in a timely manner; reduce change execution times by planning implementations with parallel work streams
  • Continuously strive to improve the stability of production environment by partnering closely with key stakeholders on setting up, maintaining and monitoring applications/systems, ensuring availability targets are met
  • Provide effective day-to-day support for applications/systems through accurate problem identification and timely resolution of production issues; perform controlled and timely resolution of incidents while prioritizing and monitoring client satisfaction
  • Partners with relevant teams to schedule packaging and release new applications in a timely manner; reduces change execution times by planning implementations with parallel work streams where possible
  • Ensure timely notification and escalation of possible issues/problems, options and recommendations for prompt resolution; communicate project status and provide timely escalation of issues to ensure project objectives are met
  • Deliver effective and defect-free support (application, software and/or operations), researching system issues / opportunities, overseeing the execution of recommendations and maintaining accurate documentation
  • Interact with clients to provide quality service/solutions consistent with objectives and client requirements
  • Design, review, and integrate all application requirements, including functional, security, integration, performance, quality, and operations
  • Identify and address application and data issues and cross-capability and cross-release issues that affect application integrity
  • Consult with other functional areas to provide technical expertise on area of specialization by acting as a reference on technology, trends and processes related to own area 
  • Schedule changes to supported components in accordance with the approved change management procedures; implement changes with proper testing, stakeholder signoff, monitoring and with minimal impact to the business
  • May develop a working relationship with 3rd party vendors as required to fulfill support requirements
  • Act as partner in scheduling, packaging and releasing new applications and manage all application releases according to approved governance and gating criteria
  • Develop understanding of technical aspects of project / break-fix development related to the application and provide advice/guidance to Developers and Solution Designers
  • Responsible for incident management (2nd level), monthly maintenance, state of health monitoring, and SLA maintenance
  • Provide effective day-to-day production support for applications through accurate problem identification and timely resolution of production issues
  • Perform incident management role (communicator, tracker, escalator, driver, etc.) for outages; communicate to clients during service outages
  • Improve stability of the production environment by assisting in setting up, maintaining and monitoring applications/system


SHAREHOLDER

  • Monitor system lifecycles, ensuring specifications and functionality support business objectives and architecture decisions, undertaking re-development, as required
  • May monitor the performance of the environment by using meaningful metrics
  • Provide Disaster Recovery support by assisting in defining / reviewing disaster recovery plans and by participating in testing
  • Assess and analyze optimization opportunities to the operational environment to improve performance and/or resource utilization
  • Ensure effective change management discipline is use
  • Adhere to existing processes/standards, business technology architecture, risk and production capacity guidelines; plan, monitor and escalate issues as required
  • Follow standards, policies and procedures to ensure compliance with the Disaster Recovery Plan (DRP) and applicable Business Recovery Plans (BRP)
  • Identify/implement process improvements to enhance revenue, customer experience and/or reduce costs
  • Comply with well-defined enterprise technology delivery practices and standards and project management disciplines
  • Make effective use of the cost management processes in place in own unit
  • Continuously enhance knowledge/expertise in TD services, applications, infrastructure, analytical tools and techniques that can contribute to effective solution development/delivery
  • Keep current with industry and/or business trends
  • May perform testing according to test plans, monitor and report on results, and work with others on problem resolution
  • As required, support the development of business cases, RFI/RFP and service level agreements with vendors/suppliers consistent with IT requirements/guidelines


EMPLOYEE / TEAM

  • Work effectively as a team, supporting other members of the team in resolving critical service issues
  • Prioritize and manage own workload in order to deliver quality results and meet timelines
  • Support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
  • Participate in knowledge transfer within the team and business units
  • Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency of the business unit and/or team


BREADTH & DEPTH

  • Works independently in a senior/lead role on a diverse range of tasks and may be relied upon to coach/ educate others
  • Subject matter expert and consults with clients, team, and/or project team to provide technical guidance and highly complex troubleshooting/problem resolution
  • Leads the support of highly complex and/or comprehensive applications/systems and/or business lines
  • Identifies root causes and implements targeted and controlled remediation plans
  • May administer business applications in co-ordination with appropriate stakeholders
  • Reviews, participates and implements procedures
  • Researches industry standards, best practices and new innovations in technology and makes recommendations
  • Generally reports to a Manager or Senior Manager


EXPERIENCE & EDUCATION

  • Undergraduate degree or Technical Certificate
  • 5-7 years relevant experience

Sr. IT Support Analyst

TD
Toronto
  IT & Telecoms Full-time
  76,800  -  115,200
Work Location: Toronto, Ontario, Canada   Hours: 37.5   Line of Business: Technology Solutions   KEY ACCOUNTABILITIES CUSTOMER Perform controlled resolution of incidents and proble...
Learn More
Mar 20th, 2025 at 17:05