Wealth Ops. Officer Iii

2 weeks 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 Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

**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.

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**

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Wealth Operations

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- 77 Bloor Street West Corporate

**Job Expires**
- 02-Mar-2023

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