Senior Wealth Operations Officer

TD; Toronto; Sur place; CAD 53 000 - 74 000; Plein temps

Résumé du poste

TD Wealth in Toronto, Ontario, is seeking a detail-oriented professional to support Tax Reporting and Custodial Operations. You will research inquiries, guide partners on requirements, and coordinate with multiple teams to ensure timely, accurate resolutions.

The role emphasizes adherence to SLAs, strong communication, and collaboration with subject-matter experts to improve process efficiency and service quality. 3+ years in financial services is preferred.

Qualifications

• Strong research, analytical, and problem‑solving skills.
• Strong verbal and written communication.
• Strong relationship-management and collaboration skills.
• Ability to work independently, exercise sound judgment, and know when to escalate.
• Attention to detail, organizational skills, and prioritization in a high-volume environment.
• Identify operational risks and opportunities for process and service improvement.
• Familiarity with systems and tools (WCM, PISO, Broadridge, SMS, Funds360, RPM, CIF) is an asset.
• Knowledge of back-office processes supporting registered plans, estates, custodial, mutual funds, and tax reporting is an asset.
• Undergraduate degree or college diploma preferred and/or equivalent experience.
• 3+ years of relevant operations or financial-services experience.

Responsabilités

• Research, investigate, and resolve Tax and Custodial Operations inquiries via phone and written channels within SLAs.
• Provide clear guidance to partners on requirements, procedures, and deadlines.
• Coordinate with operations teams and SMEs to resolve complex inquiries and escalate when needed.
• Support tax reporting activities across multiple lines of business, including tax slip generation and CRA filing support.
• Assist workload prioritization in response to changing business priorities and service requirements.
• Identify recurring issues and risks, and suggest improvements to reduce repeats and enhance service.
• Assist development, testing, and implementation of procedures, job aids, and controls.

Connaissances

Research skills

Analytical thinking

Problem-solving

Verbal communication

Written communication

Relationship management

Collaboration

Independence

Attention to detail

Time management

Formation

Undergraduate degree or college diploma

Outils

WCM

PISO

Broadridge

SMS

Funds360

RPM

CIF

Description du poste

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

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:

In this role, you’ll have the opportunity to build and apply your expertise across both Tax Reporting and Custodial Operations. You’ll work with partners to research and resolve a diverse range of inquiries, collaborate with operational teams and subject-matter experts, and help deliver timely, accurate solutions that create a positive partner and client experience.

Job Description

• Research, investigate, and take ownership through resolution of Tax and Custodial Operations inquiries, received through phone and written channels, ensuring accurate and timely resolution within established Service Level Agreements (SLAs).
• Provide clear and accurate guidance to partners on requirements, procedures, transaction status, tax reporting, operational processes, and deadlines.
• Coordinate with operational teams and subject-matter experts to resolve complex or non-routine inquiries, keeping partners informed when additional research or escalation is required.
• Support tax reporting activities across multiple lines of business, including tax slip generation, CRA filing support, tax-related calculations, and financial information requests.
• Support workload prioritization and management in response to changing business priorities, volumes, and service requirements.
• Identify recurring inquiry themes, operational risks, and control concerns, and recommend opportunities to reduce repeat inquiries and enhance the partner and client experience.
• Support the development, testing, and implementation of procedures, job aids, controls, systems, and process improvements that strengthen accuracy, consistency, efficiency, and service quality.

Job Requirements

• Strong research, analytical, and problem-solving skills, with the ability to investigate issues and take ownership of inquiries through resolution.
• Strong verbal and written communication skills, with the ability to explain detailed or technical information clearly and concisely.
• Strong relationship-management and collaboration skills, with the ability to work effectively with partners, colleagues, operational teams, and subject-matter experts.
• Ability to work independently, exercise sound judgment, and determine when additional expertise or escalation is required.
• Strong attention to detail, organizational skills, and the ability to manage competing priorities in a high-volume, time-sensitive environment.
• Ability to identify operational risks, recurring issues, and opportunities for process and service improvement.
• Familiarity with operational systems and tools such as WCM, PISO, Broadridge, SMS, Funds360, RPM, and CIF is an asset.
• Knowledge of back-office processes supporting registered plans, estates, custodial, mutual funds, and tax reporting is an asset.

Experience & Education

• Undergraduate degree or college diploma preferred and/or equivalent relevant experience.
• 3+ years of relevant operations or financial-services experience.
• Experience or knowledge in one or more areas of Wealth Operations, including Tax, Custodial Operations, securities operations, or related financial-services functions, is preferred.

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.

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.

Language Requirement (Quebec only):

Sans Objet