Full-Time

Wealth Operations Analyst II

Posted on 2/21/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Consulting
Financial Services

Compensation Overview

CA$65.6k - CA$98.4kAnnually

Mid, Senior

Toronto, ON, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Power BI
Python
SQL
Risk Management
VBA
Databricks
Data Analysis
Excel/Numbers/Sheets

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's degree in computer science, Statistics, Business Administration, or a related field.
  • 3+ years of experience in a similar role within Wealth Operations or a related area.
  • Proficiency in Excel, Python, SQL, VBA; experience with Alteryx, Power BI/Power App and Databricks is highly desirable.
  • Advanced understanding of EUC solutions, including development, enhancement, and support processes.
  • Proven ability to quickly identify and resolve technical issues in EUC artifacts.
  • Experience in handling datasets, performing transformations, and delivering insights using SQL, Python, or similar tools.
  • Capability to handle intake requests, conduct assessments, and prioritize tasks effectively.
  • Proficiency in maintaining detailed documentation and version control systems (e.g., Bitbucket).
  • Excellent analytical skills with the ability to dissect complex problems and propose innovative solutions.
  • Strong written and verbal communication to articulate technical concepts to non-technical stakeholders and collaborate across teams.
  • Demonstrated ability to take responsibility for tasks and consistently deliver high-quality results.
  • Effectiveness in managing multiple priorities and meeting deadlines sometimes under short period of time.
  • Ability for prototyping data solutions, that help stakeholder to find the ideal final product.
  • Ability to quickly learn and adapt to new tools, processes, or organizational priorities.
Responsibilities
  • Fundamental understanding of EUC (End User Computing) solutions, including new development, enhancement, and support troubleshooting using Excel VBA, Power BI, Alteryx, Databricks, etc.
  • Proven ability to quickly identify and resolve technical issues in EUC artifacts.
  • Fundamental knowledge of the EUC Governance framework, including risk management, compliance standards, and decommissioning strategies.
  • Skills in tools like Power Platform, Alteryx Designer, Power Query, Power Pivot, Power BI (Dataflows) or other similar platforms for efficient data and workflow automation.
  • Experience of working on multiple projects, delivering outcomes on time and within scope.
  • Communicate project status and provide timely escalation of issues to ensure objectives are met.
  • Lead, motivate, and develop relationships with Wealth Operations pillars to drive collaborative success.
  • Create detailed documentation for requirements, process changes, solutions, and best practices to ensure consistency across the team.
  • Participate in governance & control activities, application, and remediation.
  • Analyze problems and develop innovative solutions to drive operational efficiency and effectiveness.
  • Conduct technical subject matter analysis on EUCs, providing valuable insights and solution recommendations for improvement/reengineering.
  • Ability to think critically and evaluate processes to identify areas of inefficiency or risk.
  • Excellent problem-solving skills with a proactive approach to improving business operations.
  • Strong verbal and written communication skills to effectively present complex data-driven insights to non-technical stakeholders.
  • Curiosity to explore new technologies, methodologies, and approaches to transform business operations.
Desired Qualifications
  • Experience with Alteryx, Power BI/Power App and Databricks is highly desirable.

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that advice is relevant and tailored to individual needs.

Company Size

11-50

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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