Business Operations Support Lead I

TD; Canada; On-site; CAD 47,000 - 67,000; Full time

Job summary

A leading financial institution based in Canada is seeking a dedicated Service Advisor to enhance client relationships and support Financial Planners. This role requires strong communication skills and the ability to multitask in a fast-paced environment. Ideal candidates will have a customer service background, ability to learn new systems quickly, and be detail-oriented. Flexibility to work various shifts is a must. Join a supportive team environment to deliver exceptional client experiences.

Benefits

Competitive compensation

Growth opportunities

Skill development programs

Qualifications

• Proven ability to handle high-volume customer interactions.
• Experience in a customer service or banking environment.
• Flexibility to work evenings and weekends if needed.

Responsibilities

• Conduct outbound client contact without cold calling.
• Support Financial Planners with administrative tasks.
• Maintain client relationship management functions.
• Use Salesforce actively to improve customer experience.

Skills

Strong oral and written communication skills

Customer service orientation

Organizational skills

Multitasking ability

Attention to detail

Problem resolution

Quick learning of systems

Microsoft Office knowledge

Ownership mindset

Experience in call center

Canadian Securities Course

French language skills

Job description

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: Business Management, Strategy & Support

Pay Details: $47,200 - $66,600 CAD

TD commits to fair compensation, growth opportunities and skill development. Compensation is based on candidate skills, experience, geography and business needs.

Job Description

Flexible to work shifts between 8 am–8 pm Monday–Friday and possibly Saturdays.

Department Overview

TD Wealth uses a sophisticated, holistic goals‑discovery approach to wealth planning and protection, delivering highly personalized advice and service to clients.

Responsibilities

• Outbound client contact (no cold calling)
• Provide support for Financial Planners (FP) and Client Service Associates (CSA) in administrative matters
• Obtain and compile documentation required by the FP for Annual Client Reviews
• Support day‑to‑day maintenance of client relationship management functions
• Assist in creating and executing a robust client contact strategy using phone and email channels
• Identify potential opportunities to enhance LEI results during customer interactions and internal duties
• Build new relationships and deepen existing customer relationships
• Partner with CSA to facilitate their functions and support the overall client experience
• Actively use Salesforce
• Improve support to FP and CSA by building a positive experience at every interaction
• Apply knowledge of systems, programs, services and external requirements to achieve regulatory, efficiency and productivity objectives for clients, the team, the department and the Bank
• Participate fully as a team member and support a positive, service‑oriented work environment

Qualifications

• Strong oral and written communication skills
• Passion for providing superior customer service and engaging in client‑focused conversations
• Resourceful, with strong organizational skills and ability to work independently in a fast‑paced, high‑volume environment
• Ability to multitask and meet team benchmarks
• Attention to detail to mitigate any risk to the Bank
• Proactive in partner problem resolution and overall position responsibilities
• Quick to learn new systems and applications
• Solid knowledge of Microsoft Office
• Ownership mindset for situations and tasks
• Experience in call center, customer service and/or banking is an asset
• Canadian Securities Course and/or Wealth Management industry experience is nice to have
• Flexibility to work evenings and/or weekends
• French language is an asset

Additional Information

Provincial regulation may apply to employment, and a separate provincial policy may exist.

Interview Process

For candidates of interest, interviews are scheduled in advance. Outcomes are communicated via email or phone call.

Accommodation

Accessibility is important. Applicants can request accommodations throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only): Sans Objet