Field Task Advisor

Role overview

This position sits within TD Insurance in Burlington, Ontario, and is focused on field-based support work for insurance claims. The advisor helps Claims Advisors by carrying out assigned tasks that support claim investigation, evaluation, and settlement. The role involves working with vendors, insured customers, and witnesses, while delivering fast, accurate service and a strong customer experience.

Work setting and hours

Location: Burlington, Ontario, Canada

Hours: 35 per week

Business line: TD Insurance

Compensation

Base pay range: CAD 58,800 to CAD 83,000 annually

TD notes that pay progression depends on role growth, and the amount offered may differ based on skills, experience, job knowledge, location, and business requirements. Candidates are encouraged to discuss pay-related questions directly with the recruiter.

About TD Insurance

TD Insurance is part of TD Bank Financial Group, one of Canada’s major financial institutions. It provides protection products for everyday life, including credit protection, life, health, travel, home, and auto insurance. Its insurance offerings are available online, by phone, and through a large branch network across Canada.

The business has two main divisions in Canada: General Insurance and Life and Health. General Insurance is among the country’s leading home and auto insurance groups, while Life and Health is a leading provider of critical illness, direct life, and health insurance. TD Insurance describes itself as an inclusive, accessible, and growing workplace with opportunities for learning, stability, and career development.

What you will do

The Field Task Advisor supports claims operations by completing field tasks assigned by Claims Advisors. The work contributes to investigation, assessment, and settlement activities while balancing speed, accuracy, and customer care.

• Adapt quickly when priorities shift based on customer or business needs.
• Help create a positive customer experience at every contact and look for ways to improve it.
• Organize and manage your own workload to meet service-level and productivity targets.
• Handle correspondence and sensitive information with discretion, escalating issues when required.
• Protect the organization by identifying and escalating risks, unusual transactions, and high-risk activities.
• Support operational excellence goals across the business.
• Ensure business processes and procedures are completed accurately and on time.
• Prepare documentation that is complete, accurate, and aligned with business intent and applicable rules or regulations.
• Contribute ideas and effort toward process improvement.
• Build subject-matter knowledge and provide support or direction to others when needed.
• Apply standard insurance claims practices and procedures appropriately.
• Stay informed about new issues, trends, and changing regulations, and understand how they may affect the work.
• Maintain strong risk and control practices in line with the organization’s risk appetite.
• Help reduce operational and regulatory risk by following Bank and industry codes of conduct.
• Support FRCC and CAT activities during catastrophe events.
• Contribute to achieving the target Auto & Res Claims LEI score of 67.
• Assist FRC and CAT queues during catastrophe events when requested.

Requirements

• Previous claims experience is required.
• Ability to work well as part of a team and contribute to a positive, service-oriented environment.
• Willingness to strengthen personal expertise and share knowledge with teammates and the wider business.
• Comfort staying current on trends, tools, and techniques relevant to the role.
• Commitment to ongoing performance discussions, development activities, and cross-training.
• Strong communication habits, including keeping others informed about progress and important updates.
• Readiness to assist colleagues, including training, coaching, or guidance when appropriate.
• Ability to contribute to an equitable and inclusive workplace.
• Ability to represent the business positively inside and outside the organization.
• Intermediate knowledge level for handling routine work with minimal to moderate risk.
• Ability to support Core Auto, Residential, Bodily Injury, Property Damage, Accident Benefits, Small Business, and Subrogation tasks.
• Ability to work within clearly defined parameters and follow guidance from management when needed.
• Intermediate-level knowledge supported by related training, experience, or skills; industry accreditation and training are generally required.
• Reports to a Team Manager.
• Valid driver’s license with a clean driving record.
• Ability to travel on limited notice to meet customer needs.

Education and experience

A college or university degree is required. The role also calls for at least 3 years of relevant experience.

Additional information

This opportunity is subject to provincial employment regulations in Canada, and requirements may vary by province or territory.

TD offers development conversations, training programs, mentoring, an online learning platform, and a competitive benefits plan to support colleagues both at work and at home.

The company provides training and onboarding to help new hires succeed in the role.

For interviews, TD will contact selected candidates and aims to share outcomes by email or phone.

Accessibility support is available during the hiring process, including accommodations such as accessible meeting rooms and captioning for virtual interviews.

Language requirement for Quebec only: Sans Objet.

Who this role is for

This role suits someone with claims experience who is comfortable working in the field, managing multiple priorities, and supporting customers and internal teams in a regulated insurance environment.