Wealth Ops Analyst I

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**
- Lead work streams by acting as a project lead on a range of projects and initiatives in accordance with project management methodologies
- Identify, document, investigate processes arising from transactions beyond 1st level operations service delivery and resolve raised matters and refer complex issues beyond own level of expertise
- Participate in the identification, development and implementation of continuous improvement opportunities within TD Wealth
- Be knowledgeable of practices and procedures within own area of responsibility and keep tabs on emerging trends
- Conduct reporting and significant analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies and practices
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Participate fully as a member of the team, support a positive work environment and ensure timely communication of issues

**Job Requirements**
- The following lists the major accountabilities:

- Review mandatory files assigned upon receipt to identify complexity of the corporate action event, ensuring full understanding
- Analysis and creation of notification to client and business
- Monitor and track payments using various systems
- Upon receipt of payments, ensure payments are accurately made from a taxation perspective to client accounts
- Reconcile all payments and files to identify any out of balance issues Ensure all files are properly validated throughout the journey of the event
- Ensure the reconciliation system has current status updates and items are followed up on and cleared timely.
- Assist associates and Help Desk associates with processing inquiries and complex corporate actions.
- Maintain accurate records of statistics to measure departmental productivity.
- Bring forward any processing issues and proposes solutions to issues; provide new ideas to improve various Corporate Actions processes, procedures and systems
- Escalate issues as necessary
- Demonstrate sound work ethic; positive attitude and willingness to learn change and succeed; exhibit confidence in performance of duties.
- Proactively provide assistance to other associates/groups within Corporate Actions and Wealth.

**Additional Information**
- #LI-POST

**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**
- 04-Feb-2023

  • Wealth Ops Analyst I

    4 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 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...

  • Wealth Ops. Officer Iii

    4 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 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...

  • Wealth Ops. Officer Iii

    4 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 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...

  • Wealth Ops. Officer Iii

    4 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 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...

  • Wealth Ops. Officer Iii

    4 days ago

    Toronto, Canada TD Bank Full time

    405351BR Wealth Management Toronto, ON April 4, 2023 Company Overview 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...

  • Regulatory Services Analyst

    4 days ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Risk and compliance **Reporting To**: Sr Manager, Regulatory Services **Job Id**: CPL - 065 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: This individual will be a key member of the Regulatory Services Team at Richardson Wealth, responsible...

  • Privacy Analyst

    Found in: Talent CA C2 - 1 week ago

    Toronto, Canada iA Private Wealth Inc. Full time

    Privacy Analyst Employer: iA Private Wealth Inc. Office: 26 Wellington Street East Location: Toronto, Ontario Other Possible Location(s): Scarborough, Ontario; Toronto, Ontario Job category: Compliance Generalist/Multidiscipline Job ID: JR10019790 Job type: Permanent Job Apply before: 2024-05-03

  • Wealth Management

    3 days ago

    Toronto, Canada Epsilon Solutions Full time

    **Job Title: Wealth Management Business Analyst** **Location: Toronto ,ON (Hybrid)** **Duration: Long Term Contract** **The Job description is**: **Primary skills**: - **Mandatory experience in Canadian Banking**: - **Mandatory Wealth Management background**: - **Well-rounded Senior BSA, 7+ years of mandatory experience with strong leadership, worked...

  • Wealth Ops. Officer Ii

    4 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** 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...

  • Business Analyst

    4 days ago

    Toronto, Canada Cleo Consulting Full time

    **Assignment: RQ06273 - Business Analyst - Senior** **Start Date: 2023-11-20** **End Date: 2024-04-30** **Organization: Government Services Integration Cluster** **Ministry: Ministry of Public and Business Service Delivery (former MGCS)** **# Business Days: 125.00** **Title: Business Analyst** **Hybrid - 3 days on site and 2 remote** **Must**: - **...

  • Mercer Health Actuarial Analyst Co-op

    14 hours ago

    Toronto, Canada Mercer Full time

    **Who We Are** We’re Mercer - a global consulting leader in health, wealth and career. Mercer has more than 25,000 colleagues based in 43 countries. We help clients worldwide from small businesses to Fortune 1000 companies advance the health, wealth and performance of their most vital asset - their people. Mercer’s Health Team is seeking a **Summer...

  • Internship/co-op - Analyst, Customer Insights

    5 days ago

    Toronto, Canada The Home Depot Canada Full time

    **2023 Summer Student Internship/Co-op Opportunity -** Marketing - **Analyst, **Customer Insights** **Intern** **About the co-op/internship program**: The Home Depot Canada Internship/Co-op Program is a paid 16-week internship, running from May 8th - August 25th, 2023. **Duration**: May 8th - August 25th (16 weeks) **# of positions available**:...

  • 2024 CFO, Fall Financial Analyst, Wealth Management Finance

    Found in: Talent CA C2 - 1 week ago

    Toronto, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...

  • Business Intelligence Solution Specialist

    14 hours ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a BI Solution Specialist to join our IT team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Director, Business Intelligence, the Business Intelligence Solution Specialist is part of the team that...

  • Tssea Analyst

    3 days ago

    Toronto, Canada Ministry of Transportation Full time

    Are you looking for an opportunity to use your excellent analytical and communication skills? Then consider this opportunity to support the overall objectives of the ministry's transportation safety programs and related regulatory oversight regimes. The TSSEA Analyst monitors and influences the performance of tow and vehicle storage operators to promote...

  • 2023 Summer Wealth Management, 4 Months

    1 day ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • 2024 CFO, Fall Financial Analyst, Wealth Management Finance

    Found in: beBee S CA - 3 days ago

    TORONTO, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...

  • 2024 CFO, Fall Financial Analyst, Wealth Management Finance

    Found in: beBee S CA - 2 days ago

    Toronto, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...

  • Advisor Service Representative

    3 days ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Manager, Advisor Service **Job Id**: OPS - 012 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: **Duties & Responsibilities**: - Support level 1 platform and operational queries - Prioritize Advisor team...

  • Medical Data Analyst I

    4 days ago

    Toronto, Canada Surgical Safety Technologies Full time

    **About us** Surgical Safety Technologies Inc. (SST) is a fast-growing healthcare technology start-up located in the heart of Toronto, Canada. SST’s OR Black Box® is a platform that captures some of the world’s most valuable data from surgery and allows hospitals to identify, understand, and mitigate risk. The OR Black Box® is implemented in several...