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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 candidate's 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:

About This Role

We are seeking an individual to support TD Wealth Advice businesses in adopting Salesforce as a CRM. The candidate should have extensive knowledge of Salesforce capabilities and functionality, with a solid understanding of the requirements needed to deliver excellent client experiences in the HNW and Mass Affluent segments. This position will enhance your knowledge, expertise, and provide insight into our business operations alongside a team of skilled non-client facing support professionals. Effective work is driven by strong performance both individually and as part of a team. The role requires managing multiple priorities, possessing strong problem-solving skills, and thriving in a fast-paced environment spanning various business areas.

Job Description

The Salesforce Ambassador's mandate is to support Advisor adoption and use of Salesforce as a go-to subject matter expert. Daily tasks are highly varied and may require the following actions:

• Respond to Salesforce inquiries from Advisors and their teams regarding "how to" questions as the subject matter expert within appropriate and pre-defined SLA's. This includes monitoring a central inbox for email support.

• Collaborate with Partners to define business requirements for solutions that align with Advisor needs and the business value proposition.

• Test applications and data, occasionally outside regular business hours.

• Serve as a business conduit to the Journey & Platform team to articulate business and technology enhancements.

• Contribute to project plans, estimations, and status updates.

• Identify opportunities, develop and maintain processes and materials to address and resolve them, and communicate/alert stakeholders as necessary.

• Maintain and build reporting dashboards within Salesforce for executive-level oversight and sales coaching dialogue.

• Develop job aids and support tools, with overall ownership of digital resource centers.

Typical role time allocations are as follows:

• 30% Field/User Support

• 30% Projects & Enhancements

• 20% Content Development, Training, and Communications

• 20% Partner Support/Technology

Job Requirements

• Minimum of 5 years of relevant experience

• Proficiency in Wealth Advice Businesses to formulate effective and practical requirements and solutions

• Business management skills to manage multiple priorities, utilizing disciplined and organized approaches, tools, and resources to support successful outcomes

• Capability and readiness to address and resolve complex issues, provide guidance, advice, and support to Advisors, partners, and project teams, often while managing multiple initiatives

• Commitment to the quality of deliverables with a strong sense of ownership

• Essential skills in stakeholder management and organizational awareness

• A strong desire to learn continuously and challenge your thinking

• Excellent written and verbal communication skills

• Proficiency in Microsoft Office applications

• Prioritize a client-first approach in all activities

• Fluency in French is an asset

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 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 95,000 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:
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.

If you’re 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.  

We're 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 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):