Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

Enterprise Enabling Functions

Pay Details:

$47,200 - $66,600 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 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:

Department Overview

The TD Wealth Compliance Department provides compliance advisory and second line oversight of TD Wealth businesses, including: TD Waterhouse Canada Inc. (an CIRO registrant that includes Private Investment Advice, Financial Planning, and Direct Investing), TD Asset Management (an OSC registrant), TD Wealth Insurance Services, Private Trust, and Private Banking.

The team has an immediate need for a Project Coordinator to support three (3) Associate Vice President (AVP), Wealth Compliance with their day-to-day administrative functions, and to support Wealth Compliance department in the areas of knowledge management, event planning and assigned committees.

Job Details

Reporting to AVP, Wealth Compliance, the Project Coordinator accountabilities will include, but not limited to: 

Support AVP, Wealth Compliance with administrative functions

• Support three AVPs with their day to day administrative functions including but not limited to:

  • calendar management - involves schedule and organize meetings, coordinating calendar and meeting room bookings with other executive assistants,

  • expense management - including process of invoice and reconciliation of invoices to cost center's expenses, review monthly expense reports,

  • coordinating required documentation that require AVP sign off,

  • event and trip booking

• Efficiently manage and promptly respond to all incoming enquiries/requests for information independently or re-direct to the appropriate person/area.

• Consistently exercise discretion in managing correspondence, information, including sensitive information, and all matters of confidentiality, escalate where appropriate.

Wealth Compliance Department - Knowledge Management

• Coordinate a wide variety of reporting and meeting demands in support of the efficient and effective delivery of the Wealth Compliance program, from a variety of sources, often with competing priorities and short notice, requiring an understanding of the complexity of the various matters to effectively perform the function.

• Support Wealth Compliance leadership in coordination of various reports and challenge sessions, including creating and carry out an efficient documentation, support policy and procedures development and filing system

• Support Wealth Compliance record keeping, retention and destruction requirements

Wealth Compliance Department - Other duties

• Organize team or department events such as monthly department meetings or conferences, including organize and booking venues, refreshments, speakers, and provide expense estimates

• Participate in assigned Wealth Compliance or Enterprise Compliance committee or function, such as social committee or charitable events, Pulse, health and safety

• Assist certain Wealth Compliance team responsibilities, such as review of designated reports, in the event of absences and/or to help manage workload and capacity

 
Experience and Skills

• 5+ years relevant experience

• University degree

• Understanding of Wealth lines of business, key stakeholders that the AVPs and compliance teams engage with, key systems.

• Understand cost centre management principles to ensure auditable standards are met.

• Ensure the optimal level of customer service and professionalism is provided

• Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, schedule and organize meetings, manage calendars, create and maintain files, and perform other executive administrative assignments as required

• Prioritize and manage own workflow to ensure quality and efficiency (ie. meet deadlines; be flexible in adjusting to changing work priorities)

• Use software programs and other tools or equipment with ease and efficiency, and provide documents/ information that effectively support the needs of the team

• Efficiently manage expectations/concerns through strong communication skills, both verbal and written

• Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks 

• Working knowledge of Microsoft Office, including Word, Excel as well as Lotus Notes

• Excellent knowledge and proficiency in PowerPoint

• Exceptional organization skills and document management skills

• Able to work in a fast-paced environment

• Proactive and flexible to work in a changing environment

• Excellent written and verbal communication skills

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):

Sans Objet