• managing net new business implementations • supporting the implementation of online booking tools • serving as the business owner and leaders of these implementations • accountable for delivering business results • providing technical oversight of the products’ installation environment • leading and managing the implementation of new business end-to-end • maintaining communication throughout the project • engaging sales, solutions, and operations to validate new business scope • building the designed engineering structure • translating business requirements into a robust design • serving as the first-line decision maker for the business • providing day-to-day direction to cross-functional implementation pods/support teams • ensuring a smooth transition to operations post-go-live • creating documentation that enables the transition from implementation to post-implementation support • supporting Quality Driven Management techniques

• Lead end-to-end implementation process for new customers, ensuring timely and successful onboarding • Coordinate cross-functionally with internal teams to deliver seamless onboarding experiences • Own Time to Value (TTV) metrics and drive continuous improvement in implementation timelines • Support clean handoff from sales and to post-sale team, ensuring all necessary documentation and context is transferred • Drive activities that directly support customer retention and expansion opportunities • Identify and communicate upsell or cross-sell opportunities during the implementation phase • Establish expectations that set the tone for long-term customer success through active listening and staying present in every customer interaction • Understand customer pain points and work to resolve issues promptly; provide solutions when presented with issues in customer meetings • Translate customer needs effectively to internal audiences • Mitigate churn risk by ensuring customers achieve early wins and value realization • Manage escalations by pulling in appropriate resources from Motivity and customer organizations • Navigate complex and ambiguous situations with confidence, even when immediate answers aren't available • Track implementation timelines, milestones, and deliverables using CRM systems • Maintain accurate and up-to-date project documentation throughout the implementation lifecycle • Contribute to building out knowledge base documentation for ongoing process improvement • Ensure all stakeholders are informed of project status and any potential risks • Demonstrate high level of accountability for project outcomes and customer success • Deliver engaging and effective training sessions to customers of varying technical skill levels • Make sense of complex product features and translate them into clear, actionable guidance for customers • Serve as a dynamic presenter with strong “classroom management” skills, fielding questions while keeping sessions on track • Support timely responses on practice management questions, including scheduling and billing • Monitor adoption metrics and proactively address barriers to full platform utilization

• Be intimately familiar with our product offerings so that you can work directly with FactSet’s Institutional Asset Management clients and prospects to architect and implement FactSet’s EMS solution (Portware Enterprise and FactSet EMS) • Analyze and define business requirements related to client workflows • Serve as project manager and coordinate between all teams required for an EMS implementation • Ensure projects are executed with expertise, delivered on schedule, and aligned with customer expectations • Train clients in the use of our technology to ensure client success through go-live and into production trading • Work with regional broker-dealers and third-parties on behalf of our clients to establish connectivity and ensure workflows meet client needs • Work with our Sales teams to provide technical expertise on deployment, system set up, configurations that meet clients’ requirements • Work closely with our Development, Product Management, and Account Management teams to provide the best resolutions to issues concerning all aspects of our trading solutions • Perform User Acceptance Testing (UAT) and help clients perform their own UAT • Partner with our Client Services team to ensure our clients receive adequate support and a smooth transition to our Account Management team • Understand the evolving needs of our business and our clients, identify and explore opportunities for operational and service improvement • Manage and execute onboarding and projects for existing clients, ensuring smooth setup, configuration, and integration of systems or services • 70% Implement solutions • 10% Document solutions • 10% Develop and maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form support strategies • 5% Serve as an escalation point for retention efforts • 5% Assist with learning and development efforts

Work Location: Barrie, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $0.00 - $0.00 CAD This role is eligible for commission based earnings plus base pay earnings based on local minimum wage. 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: Serving more than 11 million customers nationally, TD provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines. Are you looking for an exciting career opportunity in business development with one of the strongest financial institutions in Canada? TD is growing their Mobile Mortgage Sales Force and seeking proven sales professionals to join our dynamic team! Do you have a proven sales track record? Are you known for your strong capabilities to develop and maintain customer relationships? Are you entrepreneurial, with a proactive and strategic approach to developing your customer base? If so, our Mobile Mortgage Specialist position offers a unique opportunity for you to achieve your professional goals while flexing your work schedule to maintain the right balance for you. Your mortgage development initiatives will include targeting referrals from realtors, builders, financial planners, and other centers of influence. Targeted sales training is provided where you will build your sales skills and credit knowledge. Our comprehensive training will ensure you smoothly integrate within TD's employee focused corporate culture and your new team. Your Senior District Sales Manager is committed to your success and will work closely with you by making joint sales calls and conducting monthly coaching sessions. You will work from a sales management system which has been designed specifically for our sales channel to enable your success. This position sets you up for success by offering… A competitive commission package with unlimited earning potential and comprehensive benefits Exceptional sales and activity management programs to support your efforts. All the essential tools you need for your home office, including a laptop computer, email and network access, and provide a monthly allowance for your phone. The opportunity to develop your career within a successful and thriving multi-national corporation. The ability to build your own business using TD’s #1 rated brand in Canada Who are we looking for? A self-starter with exceptional quality sales skills. An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market Excellent interpersonal, communication, customer service, networking and relationship management skills Ideal candidates will have a knowledge of retail banking and/or credit adjudication Post-secondary education (preferred) #LI-MMS 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 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. 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. 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. 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