Wealth Ops. Officer Iii
7 months ago
**Wealth Ops. Officer III**:
- 432215BR
**Job Category - Primary**
- Wealth Management
**Work Location**
- 77 Bloor Street West Corporate
**Employment Type**
- Regular
**City**
- Toronto
**Time Type**
- Full Time
**Province/State**
- Ontario
**Hours**
- 37.5
**Workplace Model**
- Hybrid
**Pay Details**
**Department Overview**
**The Wealth Operations **team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.
**Job Details**
We are looking for a dynamic professional for the position of **Wealth Ops. Officer III**. In this role, you will provide a range of operational support to the team and perform transactions and other processing activities that ranges from moderate to high complexity. In addition, you will:
- Process various transactions accurately and in line with established guidelines as well as Service Level Agreement(s); provide process and policy guidance to others when required
- Maintain high service level by providing optimal customer and partner service, resolving process or operational issues within discretion and escalate internally as required
- Ensure accuracy of prepared documents and reflect business intentions that is consistent with relevant rules and regulations
- Build positive working relationships with customers, partners and vendors by responding to their questions and concerns effectively
- Find opportunities to improve service delivery, processes and procedures
- Support the team by participating in personal performance management and development activities and promote team effectiveness and positive work environment
**Job Requirements**
- High School diploma with over 3 years of relevant experience
- Undergraduate degree/ college diploma is an asset
- Deep knowledge of business unit, regulatory issues and variety of products, processes and systems
- Strong communications skills with ability to work in a team as well as independently
**Additional Information**
**PREFERRED CANDIDATE IDENTIFIED**
**Company Overview**
**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
- **Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
- **Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
- **How We Work**
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.
- **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. 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, an
-
Wealth Ops. Officer Iii
7 months ago
Toronto, Canada TD Bank Full time**Wealth Ops. Officer III**: - 417975BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Wealth Management...
-
Wealth Ops. Officer Iii
7 months ago
Toronto, Canada TD Bank Full time**Wealth Ops. Officer III**: - 426598BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth...
-
Wealth Ops. Officer Iii
7 months ago
Toronto, Canada TD Bank Full time**Wealth Ops. Officer III**: - 417102BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth...
-
Wealth Operations Officer Iii
7 months ago
Toronto, Canada TD Bank Full time**Wealth Operations Officer III**: - 424104BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth...
-
Wealth Pricing Co-op
4 months ago
Toronto, Canada TD Bank Full time**Role Type**: Internship/Co-op **Work Term**: Fall/Term 1 **Work Location**: Canada **Hours**: 37.5 **Pay Details**: All companies are not the same. What makes TD special as a business is also, what makes us special as an employer. **Why TD?** **TD's Colleague Promise: A better you. A better us.** A more confident you means a stronger us. We empower...
-
Wealth Pricing Co-op
6 months ago
Toronto, Canada TD Bank Full time**Role Type**: Internship/Co-op **Work Term**: Fall/Term 1 **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Pay Details**: All companies are not the same. What makes TD special as a business is also, what makes us special as an employer. **Why TD?** **TD's Colleague Promise: A better you. A better us.** A more confident you means a...
-
Wealth Ops. Officer Ii
7 months ago
Toronto, Canada TD Bank Full time**Wealth Ops. Officer II**: - 423527BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth...
-
Wealth Intranet Co-op
5 days ago
Toronto, Canada TD Bank Full timeAll companies are not the same. What makes TD special as a business is also, what makes us special as an employer. **Why TD?** **TD's Colleague Promise: A better you. A better us.** A more confident you means a stronger us. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That's our unique and...
-
Wealth Operation Officer Iii
3 months ago
Toronto, Canada Robertson and Company Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Wealth Operation Officer with two years of operations...
-
Avp Wealth Operations Control
5 days ago
Toronto, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth. Wealth Operations supports all of TD Wealth distribution channels (DI, FP, PIC, PIA), TD Mutual Funds, TD Asset Management and TD...
-
Associate Wealth Planner
2 months ago
Toronto, Canada Richardson Wealth Ltd Full time**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...
-
Old Toronto, Canada Nest Wealth Full timeNest Wealth, Canada's largest independent digital wealth management platform, seeks a seasoned Enterprise Sales Key Account Manager to drive growth in the wealth management sector. With over 30 years of experience in wealth, banking, and asset management software, Objectway Group has established itself as an international leader in fintech. The acquisition...
-
Wealth Ops Analyst I
7 months ago
Toronto, Canada TD Bank Full time**Wealth Ops Analyst I**: - 416675BR **Job Category - Primary** - Wealth Management **Work Location** - 77 Bloor Street West Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** **The Wealth Operations...
-
Operations Analyst
4 weeks ago
Toronto, Canada VirgoCX Wealth Full timeAbout Virgo GroupFounded in 2018, Virgo Group of Companies has been dedicated to offering cryptocurrency trading services across Canada. Our diverse business lines include VirgoCX, VirgoCX Wealth, and Virgo Digital Asset Management, providing exceptional services that span various aspects of crypto trading. Expanding our footprint further since 2022, we have...
-
Associate (Wealth Management)
4 months ago
Toronto, Canada CI Private Wealth Full time**Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...
-
Account Officer
6 months ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for an Account Officer join our Correspondent & Institutional team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151...
-
Business/office Manager
7 months ago
Toronto, Canada Common Wealth Retirement Full timeAt Common Wealth, we are driven by our mission to help _all_ Canadians achieve financial security in retirement. Through our award-winning digital retirement platform, Common Wealth makes it easy to plan, save, and build a reliable retirement income - so our members can feel confident about their financial future. As Canada’s only retirement fintech,...
-
Office Coordinator Iii
15 hours ago
Toronto, Canada Aramark Full timeThe Office Coordinator III is responsible for assisting management with administrative tasks including, but not limited to, ordering, data entry, filing, etc. The Office Coordinator III will be required to interact with customers, visitors, and employees in a professional and pleasant manner. Essential functions and responsibilities of the position may vary...
-
Scotiamcleod - Wealth Management Intern/co-op
4 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 207435 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...
-
Account Officer, Temporary
7 months ago
Toronto, Canada Aviso Wealth Full time**Aviso**: **The Opportunity**: We’re looking for an Account Officer join our Correspondent & Institutional team for 6 months. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at...