Senior Wealth Operations Officer

TD Bank Group; Toronto; In loco; CAD 53.000 - 74.000; Tempo pieno

Descrizione del lavoro

TD Bank Group in Toronto is seeking a dedicated operations professional to support Tax Reporting and Custodial Operations. You will research inquiries, guide partners on tax and reporting requirements, and collaborate across teams to deliver accurate, timely solutions.

You will help prioritize workload, identify risks, and contribute to process improvements, with a focus on client experience and operational excellence in a fast-paced wealth environment.

Competenze

• 3+ years of operations or financial-services experience.
• Knowledge of wealth operations areas including tax and custodial functions is preferred.
• Undergraduate degree or college diploma preferred or equivalent experience.
• Strong research, analytical and problem-solving skills.
• Excellent verbal and written communication; strong relationship management.

Mansioni

• Research, investigate, and resolve Tax and Custodial Operations inquiries within SLAs.
• Provide guidance on requirements, procedures, transaction status, tax reporting and deadlines.
• Coordinate with teams to resolve complex inquiries and escalate when needed.
• Support tax reporting activities across multiple lines of business, including tax slips and CRA filing support.
• Assist workload prioritization in response to changing priorities and service requirements.
• Identify recurring issues and opportunities to reduce inquiries and improve service.
• Contribute to development, testing and implementation of procedures, controls and process improvements.

Conoscenze

Research skills

Analytical thinking

Problem solving

Communication skills

Relationship management

Team collaboration

Independent work

Attention to detail

Prioritization

Formazione

Undergraduate degree or college diploma

Strumenti

WCM

PISO

Broadridge

SMS

Funds360

RPM

CIF

Descrizione del lavoro

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.

• 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, organisational 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 programmes, paid time off, banking benefits and discounts, career development, and reward and recognition programmes.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programmes, 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 programmes 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.

Interview Process

We do our best to communicate outcomes to all applicants by email or phone call.

Language Requirement (Quebec only)

Sans Objet

Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behaviour. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long‑standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi‑year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues and communities.