Wealth Operations Analyst I - TD Asset Management

TD Bank; Toronto; Hybrid; CAD 50,000 - 84,000; Full time

Job summary

TD Asset Management (TDAM), part of TD Bank Financial Group, is seeking a Wealth Operations Analyst I to support investment operations and reporting for TDAM and TD Epoch funds. The role works alongside Portfolio Managers, Traders, and external service providers to ensure accuracy, timely reporting, risk management, and high service levels.

The ideal candidate has 2–3 years in investment/wealth operations, strong Excel skills, and familiarity with automation tools (Python/VBA).

Qualifications

• Post-secondary education in Finance, Accounting, Business, Economics, Mathematics, or a related discipline.
• Minimum 2 - 3 years of experience in Investment Operations, Asset Management Operations, Wealth Operations, Fund Accounting, or a related financial services environment.
• Strong understanding of investment products, portfolio operations, fund accounting, or securities processing.
• Advanced Excel skills with the ability to analyze, reconcile, and manipulate large datasets.
• Experience using Python and VBA to automate reporting, improve processes, or support data analysis is strongly preferred.
• Knowledge of Power Query, SQL, or other reporting and automation tools is considered an asset.
• CFA designation (completed or in progress) is considered an asset.

Responsibilities

• Produce, review, and sign off on daily, weekly, monthly, quarterly, annual, and ad hoc reporting for TDAM and TD Epoch funds and accounts.
• Support portfolio administration activities, including investigations, cash forecasting, fund flow oversight, and resolving operational issues and discrepancies with internal stakeholders and external service providers.
• Assist in the administration of ETFs, income and capital distributions, DRIPs, class actions, and other fund-related operational processes.
• Provide reporting, operational support, and timely communication to Portfolio Managers, Traders, and other business partners.
• Participate in audits, risk management activities, process improvement initiatives, and maintenance of operational procedures and controls.
• Manage shared team inboxes, prioritize workflow effectively, and collaborate across Investment Operations teams to ensure service levels and deadlines are met.
• Contribute to a positive team environment by providing cross-functional support, knowledge sharing, and operational backup when required

Skills

Advanced Excel

Python

VBA

Power Query

SQL

CFA designation

Education

Finance/Accounting/Business/Economics/Math degree

Tools

Excel

Python

VBA

Job description

On Site

Toronto, Ontario

Regina, Saskatchewan

Full time

R_1513302

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$57,100 - $84,000 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:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30 2026,, TDAM and its affiliates manage over $571 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

The Wealth Operations Analyst I is responsible for supporting investment operations and reporting activities across TD Asset Management. Working closely with Portfolio Managers, Traders, Relationship Managers, and external service providers, the successful candidate will help ensure operational accuracy, timely reporting, effective risk management, and a high level of service to internal stakeholders.

This role is ideal for an analytical and detail-oriented professional who enjoys working in a fast-paced environment and is interested in developing a career within investment operations and asset management.

Key Responsibilities

• Produce, review, and sign off on daily, weekly, monthly, quarterly, annual, and ad hoc reporting for TDAM and TD Epoch funds and accounts.

• Support portfolio administration activities, including investigations, cash forecasting, fund flow oversight, and resolving operational issues and discrepancies with internal stakeholders and external service providers.

• Assist in the administration of ETFs, income and capital distributions, DRIPs, class actions, and other fund-related operational processes.

• Provide reporting, operational support, and timely communication to Portfolio Managers, Traders, and other business partners.

• Participate in audits, risk management activities, process improvement initiatives, and maintenance of operational procedures and controls.

• Manage shared team inboxes, prioritize workflow effectively, and collaborate across Investment Operations teams to ensure service levels and deadlines are met.

• Contribute to a positive team environment by providing cross-functional support, knowledge sharing, and operational backup when required

Experience & Qualifications

• Post-secondary education in Finance, Accounting, Business, Economics, Mathematics, or a related discipline.

• Minimum 2 - 3 years of experience in Investment Operations, Asset Management Operations, Wealth Operations, Fund Accounting, or a related financial services environment.

• Strong understanding of investment products, portfolio operations, fund accounting, or securities processing.

• Advanced Excel skills with the ability to analyze, reconcile, and manipulate large datasets.

• Experience using Python and VBA to automate reporting, improve processes, or support data analysis is strongly preferred.

• Knowledge of Power Query, SQL, or other reporting and automation tools is considered an asset.

• CFA designation (completed or in progress) is considered an asset.

Skills & Competencies

• Strong analytical and problem-solving skills with exceptional attention to detail.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Excellent verbal and written communication skills.

• Highly organized with a strong focus on accuracy and quality.

• Self-motivated team player with a continuous improvement mindset.

• Adaptable and able to thrive in a changing business environment.

Work Schedule

• Monday to Friday, including participation in Canadian holiday coverage as required.

• Office focused work model with in-office attendance Monday through Thursday and optional remote work on Fridays.

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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)

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

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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 behavior. 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.

Our 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. Learn more: Canada (https://www.td.com/ca/en/about-td/ready-commitment) | US (https://www.td.com/us/en/about-us/communities/ready-commitment) | Europe & Asia Pacific (https://www.td.com/ca/en/about-td/ready-commitment)

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