Base: $94,000 - $132,700 cad; bonus/equity: not sp...
5-8 years operational excellence experience
Lean six sigma or agile methodologies
P&c insurance operations knowledge
This role serves as the engine behind continuous improvement initiatives within TD's Private Client Advice channel to enhance profitability and client experience
Job Summary
This role serves as the engine behind continuous improvement initiatives within TD's Private Client Advice channel to enhance profitability and client experience.
The specialist must navigate a complex bank-owned insurance structure by advocating for PCA-specific needs in shared journey pods while developing creative workarounds when formal channels are constrained.
Candidates will own the AI capability roadmap, identifying and scaling automation and intelligent triage solutions to improve efficiency across the high-net-worth client journey.
Matching Summary
This role serves as the engine behind continuous improvement initiatives within TD's Private Client Advice channel to enhance profitability and client experience.
Salary
Base: $94,000 - $132,700 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off included
Skills & Requirements
Must-have
5-8 years operational excellence experience
Lean Six Sigma or Agile methodologies
P&C insurance operations knowledge
Business case development and advocacy
Cross-functional stakeholder management
Nice-to-have
High-net-worth client segment experience
Bank-owned insurance distribution models
AI-enabled solution piloting experience
Responsible AI principles familiarity
CIP or FCIP professional designation
Key Requirements
Undergraduate degree in Business, Operations, Finance, or related field
5-8 years progressive experience in financial services or insurance
Proficiency in process mapping and root cause analysis
Lean Six Sigma certification (Green Belt or higher) preferred