Full-Time

Wealth Operations Officer III

Posted on 2/22/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Consulting
Financial Services

Compensation Overview

CA$47.2k - CA$66.6kAnnually

Junior, Mid

Toronto, ON, Canada

Category
Asset Management
Finance & Banking
Required Skills
Risk Management

You match the following TD Bank's candidate preferences

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

Degree
Experience
Requirements
  • Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
  • 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; escalate issues where appropriate
  • 1+ years relevant experience
Responsibilities
  • Refer or escalate 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
  • Complete assigned workload to meet SLA requirements for service and productivity
  • Actively review internal processes / activities and provide ideas for process improvement
  • Investigate and escalate non-standard or high-risk activities as appropriate
  • Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients
  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork
Desired Qualifications
  • University graduate preferred

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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