• 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

Role Description Reporting to the Director of Credentialing, the Credentialing Specialist is responsible for executing day-to-day credentialing, enrollment, licensing, and RFP submission activities across PERS, RPM, and telehealth/triage service lines. This role ensures timely, accurate, and compliant submission of provider and organizational applications, renewals, regulatory filings, and credentialing-related RFP responses. The Credentialing Specialist applies professional judgment in interpreting payer, regulatory, and RFP requirements; proactively manages renewal and submission timelines to prevent lapses; and collaborates across internal teams to support program launches, contract obligations, and revenue-generating opportunities. This salaried role requires independent decision-making within established guidelines and directly supports revenue continuity, compliance posture, and competitive positioning. Responsibilities - Credentialing, Enrollment & Licensing Operations: - Prepare, submit, track, and follow up on credentialing and enrollment applications for Medicaid agencies, MCOs, IDNs, Medicare Advantage plans, and other commercial or government payers. - Maintain accurate and up-to-date credentialing files for company entities, facilities, and assigned clinical or non-clinical personnel. - Coordinate renewals, updates, revalidations, and filings to ensure zero lapses in provider or organizational status. - Review payer contracts, state requirements, and program terms to determine applicable credentialing or enrollment obligations. - Monitor application statuses and proactively follow up with payers or agencies to ensure timely approvals. - Escalate complex or high-risk items appropriately with recommended next steps. - RFP Preparation & Submission Support: - Prepare and submit credentialing, licensing, compliance, and operational sections of Requests for Proposals (RFPs) and related bid documents. - Ensure responses are accurate, aligned with current licensing and enrollment status, and submitted within required deadlines. - Collaborate with Sales, Compliance, Legal, and Operations teams to ensure RFP responses reflect accurate program capabilities and regulatory standing. - Source Library & Content Maintenance: - Maintain and update the credentialing and compliance source content library, including standard narratives, licensing documentation, policies, and required attachments. - Ensure version control and document accuracy across shared platforms (e.g., Salesforce, SharePoint, proposal libraries). - Regularly validate that stored documentation reflects current regulatory status and organizational capabilities. - Identify outdated or inconsistent materials and proactively update to maintain audit readiness and proposal accuracy. - Cross-Functional Collaboration: - Partner with Compliance, HR, Operations, Sales, and Legal teams to ensure credentialing and RFP requirements align with workforce onboarding, contract execution, and implementation timelines. - Respond to stakeholder inquiries within established service standards. - Participate in implementation planning for new states, markets, payer contracts, and RFP opportunities. - Communicate timelines, risks, and dependencies clearly and professionally. - Operational Stewardship & Process Support: - Maintain accurate records in Salesforce, SharePoint, credentialing platforms, RFP systems, and applicable payer portals. Qualifications - Bachelor’s degree preferred or equivalent professional experience. - 2+ years of experience in healthcare credentialing, provider enrollment, licensing, compliance, or RFP coordination required. - Working knowledge of Medicaid, Medicare Advantage, MCO, and state Medicaid credentialing processes preferred. - Experience contributing to RFP preparation or maintaining proposal documentation strongly preferred. - Proficiency in Microsoft Office Suite, Salesforce, Adobe Acrobat, credentialing platforms/portals, and document management systems.

• Client-facing functional lead supporting kick-off and leading functional requirements discussions • Working with the client to capture payroll configuration information required to finalize Strada Pay workbooks • Identify deviations from Strada Pay standards (product & processes) • Working closely with Strada’s Product team to complete the configuration of the payroll solution • Validate payroll solution & integrations as part of the project testing cycles • Perform data validations in the payroll system • Coordinate defect resolution with relevant terms • Knowledge transfer to ongoing application services for payroll solution maintenance • Input to and updates the project plan • Support data mapping and data validations across all systems and issue resolutions • Support integration issues resolution • Support UAT and parallel testing • Responsible for workaround definitions and resolutions • Support and oversee knowledge transfer to Delivery and Operational Payroll teams