Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Sales & Customer Distribution Support Pay Details: $81,600 - $115,200 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 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 workplace spanning various business areas. Daily Tasks 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 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

📌 Manager Ii, Salesforce Ambassador (Toronto)
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto