Jennifer Tomic
Toronto,CA
Summary
Accomplished professional with extensive expertise in relationship management and training development. Demonstrated success in building and maintaining strong partnerships. Ability to deliver impactful training programs that drive organizational success. Recognized as a dedicated leader and adaptable team player, known for innovative problem-solving and commitment to continuous improvement.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Business Management Analyst
TD Bank Financial Group
01.2021 - Current
- Maintained and built strong partnerships, managed onboarding, and created training materials.
- Supported communication and change management activities.
- Assessed process automation opportunities with Business SME input, developed to-be process designs using Lean principles, and participated in testing and deployment.
- Executed business automation initiatives across various lines of businesses.
- Facilitated information gathering sessions with business partners to define problems, understand scope, and document process flows.
- Established a vibrant Viva Engage community that centralizes communication, enhances real-time collaboration, and fosters a sense of belonging. This initiative promotes continuous knowledge sharing and keeps everyone informed, resulting in a more engaged and productive workforce.
- Created and maintained team SharePoint sites, streamlining collaboration and information sharing among team members, enhancing overall productivity and efficiency.
Business Management Analyst III
TD Bank Financial Group
01.2020 - 01.2021
- Business Continuity Planner for the COLA Shared Services; supported governance and oversight of COLA, FRM & GSI Business Continuity Plans and remediation of all issue findings
- Supported Incident Management program via business continuity events and updates to membership listing for Incident Management Protocol
- Identified and recommended opportunities to enhance productivity, operational effectiveness, and governance objectives
- Built and maintained effective relationships across multiple business areas
- COLA iD8 Program, built strong partnerships with the teams that I supported to ensure we maintained SLA's, targets, and onboarding/training of new champions.
Information Security Analyst
TD Bank Financial Group
01.2019 - 01.2020
- Business Continuity Planner for the Fusion Centre Operations 2020 Business Continuity Plan
- Chair daily Fusion Centre Standup calls and provide the minutes to our fusion partners
- Participate in the preparedness and execution of effective tabletop exercises to drive Fusion Centre improvements
- Designed, implemented, and chair the Fusion Operations Virtual Brown Bag Lunch & Learn Sessions
- Contribution to the analysis of exercises, playbooks, and incidents
- Manage relationships with other technology/business/corporate/control functions within Fusion Operations
- Creating procedural documents that adhere to our policies by providing instructions on how to complete processes.
Salesforce Training Specialist
TD Bank Financial Group
01.2018 - 01.2019
- Used a combination of training mediums including in-person, one-on-one, team, boardroom, remote: WebEx/Adobe
- Supported the Project Manger by leading meetings, liaising with Business Architecture and providing business updates to the Salesforce Training Specialists and management
- Built strong relationships with our Wealth partners by collaborating effectively to improve the training experience
- Created job aids, Best Practices tip sheets, webinar reviews and schedules
- Worked with Business Architecture to escalate, trouble shot and solution technology issues
- Business Acceptance Testing of Salesforce prior to National launch
- Assisted with the Salesforce email inbox by responding to questions and providing training support.
- Enhanced employee performance by developing and implementing comprehensive training programs.
Training Operations Analyst
TD Bank Financial Group
01.2017 - 01.2019
- Provided training and leadership support for projects and initiatives, ensuring process impacts are thoroughly understood
- Created detailed documentations, job aids and training materials
- Maintained operational guides (Merchant Experience Team - Connections page)
- Sent out communications informing our department of any changes and/or updates to procedures, policies or training
- Responded to compliance (pRCSA) and other internal/external audit requests to evaluate and update practices and procedures
- Built and maintained effective relationships with team managers, team members, internal and external partners
- Created and delivered the monthly Merchant Experience Team newsletter and Managers Meeting
- Business Acceptance Testing of Remedy prior to launch.
Associate - Advisor Experience & Product Optimization
TD Bank Financial Group
01.2016 - 01.2017
- Participated in the design of the client and advisor experience
- Lead end-to-end advisor experience optimization, with a focus on product processes
- Managed end-to-end reviews
- Partnered with Product Managers to track and drive improvement projects to completion
- Partnered with National Office and Operations to optimize Advisor interactions/experience
- Responded/resolved ad-hoc cross-product process issues.
Business Application Specialist
TD Bank Financial Group
01.2013 - 01.2016
- Facilitated and delivered personalized technology training on portfolio management systems and customer relationship management (Croesus)
- Ensured that the learning objectives and teaching techniques were in delivered in a high standard to support business learning and development needs
- Trained and supported Wealth Desktop tools: Croesus, IWPS, FIP, Outlook, Excel, ISM, Thomson One
- Facilitated and delivered training to newly hired Financial Planners
- Assisted with the development of 4 different webinars that were delivered for Financial Planners
- Assisted with the development of the Senior Regional Managers Conference training material and delivered training at the Senior Regional Managers Conference.
Financial Planning Associate
TD Bank Financial Group
01.2011 - 01.2013
- Designed and facilitated workshops for Financial Planning Associates
- Mentored new Financial Planning Associates hired to the department
- Assisted with conference call training for new Financial Planners that are hired across Canada
- Responded to client inquires and requests in a professional and timely manner
- Investigated, resolved and followed up on Financial Planner and client issues, providing viable solutions or options
- Effectively managed Financial Planner expectations and concerns
- Prioritized and managed workflow to ensure quality, efficiency, and deadlines are met.
Skills
- Project Leadership & Management: Lead projects, improve business processes, and enhance operational efficiency
- Training & Development: Design and deliver training programs, including technical and soft skills training
- Facilitation & Presentation: Expert in engaging audiences, guiding discussions, and delivering impactful presentations
- Continuous Improvement & Critical Thinking: Optimize processes and solve complex problems through critical thinking
- Client & Relationship Management: Build strong client relationships and ensure exceptional service
- Operational Research: Conduct research to improve business processes and efficiency
Volunteer Experience
- Co-Chair National Policy Health & Safety Committee
- TD Pulse Committee
- TD – Second Harvest, Junior Achievement, Meals on Wheels, United Way and Health and Safety Representative
- Canadian Red Cross Volunteer, Disaster Management, Toronto
Certification
- · Instructing Adults Certificate
- · Emergency Management Certificate
- · Incident Management Certificate
- · Advanced Risk Communication in Disaster Management Certificate
Timeline
Senior Business Management Analyst
TD Bank Financial Group
01.2021 - Current
Business Management Analyst III
TD Bank Financial Group
01.2020 - 01.2021
Information Security Analyst
TD Bank Financial Group
01.2019 - 01.2020
Salesforce Training Specialist
TD Bank Financial Group
01.2018 - 01.2019
Training Operations Analyst
TD Bank Financial Group
01.2017 - 01.2019
Associate - Advisor Experience & Product Optimization
TD Bank Financial Group
01.2016 - 01.2017
Business Application Specialist
TD Bank Financial Group
01.2013 - 01.2016
Financial Planning Associate
TD Bank Financial Group
01.2011 - 01.2013
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