Full-Time

TDS Operations Analyst II

Posted on 2/4/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$59.5k - CA$84kAnnually

Mid

Toronto, ON, Canada

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Risk Management
Customer Service
Data Analysis
Requirements
  • Undergraduate degree/ college diploma
  • 3+ year relevant experience
  • Sound knowledge and understanding of the operating environment, business process and procedures, and transaction lifecycle for own area
  • Ability to execute on standard and non-standard processes and requests of low to medium complexity with moderate to high-risk/financial impact
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)
  • Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
  • Coordinate with partners on key initiatives and may act as a project lead/subject matter expert for small-scale projects/ initiatives in accordance with project management methodologies
  • 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
  • Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations
  • Support partners with both inbound and outbound requests from various channels, answering questions to perform adjustments within authority levels
  • Contribute to the production of consolidated or aggregated reporting as appropriate
  • Maintain working relationships with customers by resolving customer issues and articulating business processes to respond to customer queries
  • Support the timely and accurate completion of business processes and procedures according to SLA requirements
  • Contribute to business objectives for operational excellence -- identify, suggest and actively participate in improving standards, policies, procedures, and solutions
  • Analyze service delivery issues and conduct internal/external research projects and/or contribute to audit reviews; run testing, and generate reports to identify potential solutions within TD's risk appetite that enhance the customer experience and support business objectives
  • Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
  • Contribute to the development/delivery of presentations/ communications to management or broader audiences
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite; adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
  • Support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes

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. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

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.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

GlobeNewswire
Feb 26th, 2025
FirstService Increases Credit Facility to US$1.75 Billion

TORONTO, Feb. 26, 2025 (GLOBE NEWSWIRE) -- FirstService Corporation (TSX: FSV; NASDAQ: FSV) (“FirstService”) announced today that it has expanded and...

Newswire
Feb 6th, 2025
Terrestar Solutions secures major funding round

Terrestar Solutions, a Canadian mobile satellite operator, has secured funding from TD Bank Group. The Montreal-based company plans to invest in a constellation of low-earth-orbit satellites to enhance communications capacity and services across Canada. This initiative aims to integrate satellite connectivity with terrestrial networks, ensuring nationwide coverage. Terrestar's Strigo brand will offer direct-to-mobile satellite services, supporting national interests and aiding first responders.

Newswire
Jan 28th, 2025
TD Bank Group to Issue NVCC Subordinated Debentures

/CNW/ - The Toronto-Dominion Bank ("TD" or the "Bank") today announced a domestic public offering of C$1 billion of medium term notes (non-viability contingent...

GlobeNewswire
Dec 2nd, 2024
AirBoss Announces New Credit Facilities and Update On Strategic Transition

NEWMARKET, Ontario, Dec. 02, 2024 (GLOBE NEWSWIRE) -- AirBoss of America Corp. (TSX: BOS) (OTCQX:ABSSF) (the “Company” or “AirBoss”) today announced that...

Monitor Daily
Sep 27th, 2024
TD Bank Appoints Bregenzer and Gateman as Co-Heads of U.S. Commercial Banking

TD Bank appointed Andy Bregenzer and Jill Gateman as co-heads of U.S. commercial banking.

INACTIVE