Wealth Ops Specialist III: Growth & Impact

TD; Markham; On-site; CAD 47,000 - 67,000; Full time

Job summary

TD Wealth in Markham, Ontario is seeking an operations-focused professional to execute financial transactions with accuracy and timeliness. You will refer or escalate issues, support partners with incoming transactions, and maintain strong relationships with customers, partners and vendors.

The role requires adherence to regulatory policies and enterprise standards while contributing to service quality and efficiency.

Qualifications

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

Responsibilities

• Execute transactions accurately, on time and per SLAs.
• Refer or escalate processing issues to ensure resolution.
• Support partners with incoming transactions and validations.
• Develop and maintain relationships with customers, partners and vendors.
• Complete workload to meet SLA requirements and support process improvements.
• Adhere to regulations and enterprise frameworks applicable to operations.

Education

Undergraduate degree / college diploma preferred

Job description

TD Wealth in Markham, Ontario is seeking an operations-focused professional to execute financial transactions with accuracy and timeliness. You will refer or escalate issues, support partners with incoming transactions, and maintain strong relationships with customers, partners and vendors.

The role requires adherence to regulatory policies and enterprise standards while contributing to service quality and efficiency.