Client Education Manager

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:
$91,200 - $136,800 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:

TD Direct Investing provides self-directed investors with access to industry leading tools, education and support to confidently manage their wealth. The talented group of professionals on this team offers a wide range of financial content that includes interactive live shows, master classes, and on-demand video content that helps our clients confidently invest on their terms.

At TD Direct Investing, you'll be challenged to learn and grow every day. We value amazing work and exciting ideas. We're looking for a leader who thrives in a fast-paced environment, wants to move quickly from idea to delivery, leads and develops their colleagues, and creates a lasting impact with ground-breaking educational content.

The successful candidate will have a passion for investing and trading and helping clients reach their financial goals.

Job Description

Reporting into the Associate Vice President, Client Education, you will lead a team of talented Client Education Instructors and shape our live educational experience for DIY investors that includes Master Classes, Private Classes and Shows/Webinars.

• Responsible for the line-up of classes, ensuring that they deliver on learning outcomes, build increasing levels of engagement, and cover the topics most relevant to a broad range of clients (e.g. new investors, long-term investors, and active traders)
• Continuously build the level of subject matter expertise of the instructor team to be thought leaders for their assigned topics supporting the development of live class curriculums (ongoing enhancements and creation of new classes) and collaborating with writers for video content
• Lead and coach the team on ways to improve the overall client experience, support personal development, and achieving their performance objectives
• Being a forward thinker staying on top of industry best practices/trends to proactively identify and execute on opportunities to elevate the education offering
• We are a dynamic team that works in an agile work environment. Strong collaboration, relationship management and communication with partners (i.e., content strategy, creative team, product owners, control partners, marketing, vendors) is essential to be successful.
• Manage and influence vendors to provide a high standard of BAU services, quickly address issues, and seamlessly integrate new capabilities into our offering
• Establish, implement, and monitor team controls and procedures to ensure the highest level of quality and that risk is appropriately managed
• As a DI Education leader, set the standard for hosting engaging and informative content when needed
  • Conduct CIRO reviews and provide final approvals on business content across the DI streams to adhere to regulatory standards and internal legal, risk and compliance controls.
  • As a member of the Education Operating Committee, provide active leadership to content strategy and reviews to ensure that the team consistently upholds a high-quality standard.
  • Lead internal initiatives aimed at improving our overall offering, taking them through ideation/ business casing through to successful execution.

Additionally, the candidate will be responsible for:

• Being an inspirational spokesperson to champion the program across the enterprise
• Ensuring TD Brand standards and all compliance, legal, brand and other regulatory guidelines are adhered with all content created
• Be comfortable working with executives on special creative projects that will promote key messages and business strategy vision

Job Requirements

• Strong understanding and experience with investing and trading, financial markets and TD Direct Investing products
• CSC, CPH, and CIRO Supervisor registration would be required. DFOL and Options Supervisory Course would be desired
• Deep knowledge and high proficiency in investing and trading topics (e.g. trading & investing strategies, options/equities/fixed income, technical/fundamental analysis, etc.)
• Having at least 2 years of people leadership experience
• Experience related to adult education/learning would be a strong asset
• Candidate must be highly resourceful, organized and proactive problem solver who works well under pressure in a fast-paced environment
• Must be a quick learner and a self-starter who can take ownership of problems and quickly identify solutions
• Create and foster a cohesive team and promote a positive work environment
• Strong ability to influence and share the value proposition of education with executives and key distribution partners
• Possess a strong awareness of the communities we support and commitment to leading a diverse, equitable and inclusive team environment
• Candidate must be a critical thinker and can provide sound judgement on complex matters
• Having a good understanding of digital content marketing and social media distribution strategies would be beneficial
• Experience with online live webcasting technologies (e.g. ON24, WebEx, Adobe Connect) is a nice to have

Preferred Candidate Identified.

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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