Wealth Operations Officer III

The Toronto-Dominion Bank (Canada); Markham; On-site; CAD 47,000 - 67,000; Full time

Job summary

The Toronto-Dominion Bank in Markham, Ontario, is seeking a role focused on accurate, timely processing of transactions within established guidelines. You will support service quality and collaborate with partners to resolve issues while maintaining confidentiality and compliance.

Ideal candidates have an undergraduate degree or college diploma with 1+ years of relevant experience. The role offers growth potential within TD Wealth and a structured Total Rewards package.

Qualifications

• Undergraduate degree/ college diploma preferred and/or 1+ years relevant experience.

Responsibilities

• Execute transactions accurately and on time according to established guidelines and SLAs.
• Identify opportunities to improve service delivery and support process improvement initiatives.
• Develop and maintain relationships with customers, partners and vendors, responding to questions in a timely manner.
• Complete workload to meet SLA requirements, adhere to regulations and support core processes.

Education

Undergraduate degree/ college diploma preferred and/or 1+ years relevant experience

Job description

Work Location: Markham, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $47,200 - $66,600 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.

KEY ACCOUNTABILITIES

CUSTOMER

Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs) Refer or escalation 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 and support process improvement initiatives Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner

SHAREHOLDER

Complete assigned workload to meet SLA requirements for service and productivity Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; elevate issues where appropriate Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients Actively review internal processes / activities and provide ideas for process improvement Investigate and elevate non-standard or high-risk activities as appropriate Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management) Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork. Ensure the timely communication of issues / points of interest Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team and business unit Participate in personal performance management and development activities, including cross training within own team Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contribute to a fair, positive and equitable environment that supports an inclusive and diverse workforce. Act as a brand ambassador for the function and the bank, both internally and / or externally.

BREADTH & DEPTH

Works within moderately defined guidelines and/or is responsible for activities involving multiple steps, systems, and jurisdictions Transactions and activities require working knowledge across a function specific product shelf, processes or systems and where transactions could be characterized by moderate to high volatility. Uses judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines. Transactions are characterized by moderate risk/financial impact Low to moderate decision-making authority within defined parameters. Identifies and resolves issues within authority on processes or transactions or escalates internally as required. Generally interacts with internal partners and/or external clients for functions performed. May provide process / policy guidance to others (e.g. within team, internal partners). Focus of work spans from daily, weekly to monthly activities Requires solid knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported. Generally reports to a Team Manager.

EXPERIENCE & EDUCATION

Undergraduate degree/ college diploma preferred and/or 1+ years relevant experience.

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.

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.

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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.

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