TD Bank

CRM Manager - TD Asset Management

TD Bank • $81K — $115K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Post-secondary degree or technical certification in Business or Technology (preferred).
  • Salesforce experience and Salesforce Associate Certification required.
  • Salesforce Administrator Certification or progress toward it is a strong asset.
  • Business Analyst experience or related certifications are a plus.
  • Strong problem-solving and communication skills are essential.

Responsibilities

  • Serve as a liaison between various teams to translate business needs into actionable requirements.
  • Lead small-scale projects and improve workflows and operational processes.
  • Provide technical expertise and support in analyzing and resolving production issues.
  • Develop and enhance Salesforce reports and dashboards for effective data management.
  • Build and sustain relationships with stakeholders to address complex business issues.
  • Facilitate training and knowledge sharing among team members for capability growth.

Benefits

  • Comprehensive training on best practices, tools, and processes.
  • Opportunities for professional development, particularly in Salesforce.
  • Collaborative team environment fostering knowledge sharing.
  • Chance to act as a brand ambassador and contribute to team leadership.
  • Access to continuous improvement initiatives across the organization.
Full Job Description
Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$81,600 - $115,200 CAD

Job Description:

Position Overview

As a Salesforce Associate, Business Analyst, you serve as a key liaison between the Journey Pod (Ops), Business stakeholders, Technology teams, and Quality Assurance. In this role, you translate business needs into actionable requirements, facilitate collaboration across teams, and support the effective delivery of Salesforce solutions and operational processes.

Key Accountabilities

Business Analysis & Operational Support
  • Provide deep technical expertise, analysis, and operational process support as a key resource for the team.
  • Identify, document, investigate, and resolve production issues and escalations beyond first-level support.
  • Analyze business processes and recommend improvements to enhance operational efficiency.
  • Provide insights, reporting, and upward feedback to support decision-making.


Project & Initiative Leadership
  • Lead workstreams and act as a project lead or subject matter expert for small-scale projects and initiatives.
  • Support the identification, development, and implementation of new workflows, services, and operational improvements.
  • Contribute to continuous improvement initiatives across the team and broader organization.


Salesforce Administration & Reporting
  • Develop, maintain, and enhance Salesforce reports and dashboards.
  • Produce consolidated and aggregated Excel files to support mass updates and data management activities.
  • Support data quality, reporting, and business analytics initiatives through effective Salesforce utilization.


Stakeholder Management
  • Build and maintain strong working relationships with customers, partners, and stakeholders.
  • Represent the broader Operations function while addressing complex customer and business issues across end-to-end processes.
  • Collaborate effectively with Business, Technology, and QA teams to ensure successful solution delivery.


Knowledge Sharing & Team Development
  • Provide training on best practices, tools, and processes.
  • Coach and guide junior team members in the completion of business-as-usual activities.
  • Promote knowledge sharing and contribute to the team's overall capability growth.


Leadership & Continuous Improvement
  • Provide thought leadership by actively developing expertise in operations, Salesforce, and industry trends.
  • Think critically about existing processes and identify opportunities for enhancement.
  • Share ideas, lessons learned, and best practices across teams and functions.
  • Act as a positive brand ambassador and role model.


Qualifications

Education & Certifications
  • Post-secondary degree, diploma, or technical certification (Business or Technology preferred).
  • Salesforce experience required.
  • Salesforce Associate Certification required.
  • Salesforce Administrator Certification, or progress toward certification, is considered a strong asset.
  • Business Analyst experience and/or related certifications are an asset.


Technical Skills
  • Strong understanding of the Salesforce platform, reporting capabilities, and best practices.
  • Experience creating and managing Salesforce reports and dashboards.
  • Advanced Microsoft Office skills, particularly Excel.
  • Experience with Jira is considered an asset.
  • Experience with complex reporting and data management.


Business & Analytical Skills
  • Strong problem-solving and critical thinking abilities.
  • Ability to gather, analyze, and document business requirements.
  • Strong facilitation skills with the ability to ask effective questions and uncover stakeholder needs.
  • Ability to make logical, data-driven decisions and recommendations.


Communication & Collaboration
  • Excellent written and verbal communication skills.
  • Strong presentation and facilitation skills.
  • Ability to communicate effectively with stakeholders at all levels of the organization.
  • Strong interpersonal skills with the ability to build and maintain relationships across teams.
  • Collaborative mindset with the ability to contribute innovative ideas and adapt to changing business needs.


Organizational & Professional Skills
  • Exceptional time management and organizational skills.
  • Ability to manage multiple initiatives and competing priorities in a fast-paced environment.
  • Strong attention to detail and commitment to quality.
  • Ability to work independently and take ownership of issues and deliverables.
  • Comfortable working in ambiguous environments and adapting quickly to change.
  • Demonstrated consistency and accountability when managing multiple tasks.


Preferred Knowledge
  • Knowledge of TD Asset Management (TDAM) Retail Distribution business is considered an asset.
  • Knowledge and experience with Dealer Relations Management for Internal and External dealers
  • Knowledge and experience with dealer code and rep code assignments and management
  • Strong desire for continuous learning and professional development, particularly in Salesforce and related technologies.
  • Positive attitude, growth mindset, and eagerness to learn.


Language Requirement (Quebec only):
Sans Objet

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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