Current jobs related to Wealth Operations Analyst I - Regina - TD Securities
-
Wealth Operations Analyst I — Investment Ops
3 weeks ago
Regina, Canada TD Securities Full timeA leading financial institution is seeking a Wealth Operations Analyst I for their Investment Operations Team in Regina. The role involves managing daily trade settlements, resolving issues, and coordinating tasks with various stakeholders. Ideal candidates should possess strong analytical and communication skills alongside advanced Excel knowledge. This...
-
Wealth Operations Analyst I
3 weeks ago
Regina, Canada TD Securities Full timeWealth Operations Analyst I - Investment Operations Team Join to apply for the Wealth Operations Analyst I - Investment Operations Team role at TD Securities 13 hours ago Be among the first 25 applicants Work Location: Regina, Saskatchewan, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $57,100 - $80,600 CAD TD is committed to providing fair and...
-
Wealth Operations Analyst I
2 weeks ago
Regina, Canada TD Full timeWealth Operations Analyst I - Investment Operations Team Work Location: Regina, Saskatchewan, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $57,100 - $80,600 CAD TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both...
-
Regina, Canada TD Full timeA leading investment management firm in Regina is seeking a Wealth Operations Analyst to support daily trading activities and ensure seamless operations. The successful candidate will have strong analytical skills, a keen attention to detail, and the ability to thrive in a fast-paced environment. Responsibilities include trade settlements, issue resolution,...
-
Wealth Operations Analyst I
1 week ago
Regina, Canada The Toronto-Dominion Bank (Canada) Full timeDescription TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As...
-
Wealth Operations Analyst I
5 days ago
Regina, Canada TD Full timeDescriptionAdditional Job DescriptionLieu de TravailRegina, Saskatchewan, CanadaHoraire37.5Secteur d’activitéGestion de patrimoine TDDétails de la rémunération$57,100 - $80,600 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des...
-
Wealth Coordinator or Associate Wealth Advisor
5 hours ago
Regina, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
-
Institutional Wealth Operations Analyst I
5 days ago
Regina, Canada TD Full timeUn gestionnaire d'investissement nord-américain recherche un Analyste des opérations pour fournir un service exceptionnel à nos clients institutionnels. Le candidat idéal doit faire preuve d'autonomie tout en assistant des équipes internes, gérer les instructions des clients de manière efficace et contribuer à un environnement de travail positif. Une...
-
Deskside Analyst I
3 days ago
Regina, Canada eHealth Saskatchewan Full time**Who is eHealth Saskatchewan?** eHealth Saskatchewan is a Treasury Board Crown Corporation with a unique blend of healthcare, information technology, and citizen services. Our vision is “Connected healthcare, accessible to everyone, everywhere” with a mission to “Collaborate to transform healthcare through the use of information and innovative...
-
Wealth Ops Analyst I: Investment Operations
3 weeks ago
Regina, Canada The Toronto-Dominion Bank (Canada) Full timeA leading financial institution in Canada is seeking a talented individual to join TD Asset Management's Operations Team. In this role, you will be responsible for trade settlements and supporting both internal and external clients. Ideal candidates will possess strong analytical skills, attention to detail, and advanced Excel capabilities. The position...
Wealth Operations Analyst I
8 hours ago
Work Location: Regina, Saskatchewan, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $57,100 - $80,600 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. Job Description TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of September 30 2025, TDAM and its affiliates manage over $500 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high‑net‑worth clients and retail mutual funds. A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives. The main responsibility of Wealth Operations Analyst I (Institutional Operations) is to provide a high level of service and professionalism to the Institutional clients and our internal Portfolio Managers. Ability to work within strict deadlines, strong problem‑solving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Proven interpersonal skills are essential to maintain, manage and expand relationships with the TDAM Relationship Managers, Portfolio Managers, Product and Operations and other servicing staff to provide support with respect to models and funds for TDAM, Institutional and TD Wealth. Experience in an investment environment and understanding of basic accounting principles is preferred. Job Requirements Specific to Institutional clients and internal clients, The Wealth Operations Analyst I is responsible for: Compiling mutual fund trades for transfer to and execution by Wealth Management Operations Accurate & timely recording of client instructions in appropriate internal system (i.e. meet deadlines; be flexible in adjusting to changing work priorities) Prompt and thorough resolution of all client and process issues Responsible for Inbox management of shared e‑mailboxes and providing timely responses to / execution of: cash request messages, manual mutual fund orders, new account setups, account closures, account transfers and general inquiries Responsible for general portfolio administration, including monitoring of rebalancing of portfolios as required Provide required daily/monthly/weekly reporting to various business partners and custodians, both internal and external and maintain internal databases to track portfolio transactions and trading Participate in Audits (Financial Statements, Internal, etc.) Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results /action plan Provide support and back up as required across the Portfolio Administration and Operations team. Set up, authorization, maintenance and reconciliation of payments and templates in Web Banking and ensuring that the payments are sent off by cut‑off time. Review existing processes and procedures to improve workflow and efficiency. Update procedure notes to include changes to processes. Risk Mitigation and prompt completion of Error reports, escalating issues that could impact the business Additional Information Self‑starter with the ability to work independently and also within a team environment Highly motivated and enthusiastic individual who demonstrated the ability to work in a high volume, fast paced environment Highly organized with strong focus on quality of deliverables Effective time management skills with the ability to multitask and handle tight deadlines while paying attention to details Exhibits and encourages a positive and proactive approach toward change Excellent verbal and written communication and interpersonal skills with the ability to communicate in a transparent and concise manner as well possess critical listening skills Strong analytical, logical and organization skills VBA/Macro skills are an asset 4 Days required in the office M‑F - Including CAD Holiday coverage 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. 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. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr
