Join TD as a Salesforce Expert Manager in Toronto, where your Salesforce knowledge will drive Advisor success. Your expertise will bolster the client experience and ensure effective use of Salesforce within the Wealth Advice segment. This role primarily supports the adoption of Salesforce by Advisors, requiring you to act as a subject matter expert and problem-solver.

You will collaborate with partners to identify business needs and deliver impactful solutions. Balancing multiple responsibilities will be key to your success and the enhancement of client service delivery. Key Responsibilities:

- Address Salesforce inquiries and provide timely support
- Collaborate to define and implement business solutions
- Test applications and conduct outreach as needed
- Develop dashboards for sales insights and coaching
- Produce user-friendly resources and job aids for Advisors Requirements:
- 5+ years of relevant Salesforce experience
- Capability in Wealth Advice Business solutions
- Robust organizational and management skills
- Comfortable addressing complex issues collaboratively
- Commitment to continuous learning and improvement Utilize your Salesforce expertise to create a lasting impact for TD Wealth and its Advisors.

📌 Salesforce Expert Manager at TD Wealth (Toronto)
🏢 TD
📍 Toronto