CRM Business Analyst - TD Asset Management

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.

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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.