Wealth Operations Lead - Toronto

TD; Toronto; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Wealth in Toronto, Ontario is seeking a results-oriented professional to execute complex transactions and oversee daily workflows in a fast-paced financial operations role. You will support officers, handle escalations, and contribute to risk and control processes to maintain service quality.

The role requires an undergraduate degree or college diploma and 3+ years of relevant experience, with a strong focus on accuracy and timely processing in a collaborative team environment.

Qualifications

• Undergraduate degree/ college diploma preferred
• 3+ years relevant experience

Responsibilities

• Execute more complex transactions and overrides accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Monitor the daily workflow and distribution for own functional area and ensure required processing is completed meeting all Service Level goals.
• Provide a broad range of operational support to officers and is responsible for first point of escalations with partners, as well as operational effectiveness for own functional area
• Identify, document, and investigate processes / exceptions arising from transactions / processes beyond first level operations service delivery
• Refer or elevate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained
• Identify opportunities to improve service delivery

Education

Undergraduate degree/ college diploma preferred

Job description

TD Wealth in Toronto, Ontario is seeking a results-oriented professional to execute complex transactions and oversee daily workflows in a fast-paced financial operations role. You will support officers, handle escalations, and contribute to risk and control processes to maintain service quality.

The role requires an undergraduate degree or college diploma and 3+ years of relevant experience, with a strong focus on accuracy and timely processing in a collaborative team environment.