Wealth Ops. Officer Iii

2 months ago

Toronto, Canada TD Bank Full time

**Wealth Ops. Officer III**:

- 415098BR

**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 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**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**
- Undergraduate degree/ college diploma is an asset
- Knowledge of the business unit, regulatory issues and variety of products, processes and systems is an asset
- Strong communications skills with ability to work in a team as well as independently

**Additional Information**
- #LI

**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 caring and 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, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause 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 business

  • Wealth Ops. Officer Iii

    3 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

    3 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

    3 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 Ops. Officer Iii

    3 months ago

    Toronto, Canada TD Bank Full time

    **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...

  • Wealth Operations Officer Iii

    3 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 Operations Officer Iii

    2 months ago

    Toronto, Canada TD Bank Full time

    **Wealth Operations Officer III -Reconciliations Team**: - 415175BR **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...

  • Wealth Ops. Officer Ii

    3 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 Pricing Co-op

    2 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 Planner, Advanced Wealth Planning

    4 weeks ago

    Old Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    Wealth Planner, Advanced Wealth PlanningJob Category: Advance Wealth PlanningRequisition Number: WEALT001375Posted: July 31, 2024Full-TimeLocationsCalgary - Centennial 2200250 5th St. SWSuite 2200Calgary, AB T2P0R4, CANLocation: This position can be based out of any of our office locations in Canada.Our organization:Founded in 2017, Wellington-Altus...

  • Wealth Planner, Advanced Wealth Planning

    4 weeks ago

    Old Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    Wealth Planner, Advanced Wealth PlanningJob Category: Advance Wealth PlanningRequisition Number: WEALT001375Posted: July 31, 2024Full-TimeLocationsCalgary - Centennial 2200250 5th St. SWSuite 2200Calgary, AB T2P0R4, CANLocation: This position can be based out of any of our office locations in Canada.Our organization:Founded in 2017, Wellington-Altus...

  • Wealth Ops Analyst I

    3 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...

  • Associate (Wealth Management)

    4 days 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...

  • Compliance Officer

    2 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Compliance Officer to join our Compliance 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 Manager, Branch Examination, the Branch Examiner is responsible for conducting onsite and/or remote...

  • Team Manager Ii, Wealth Ops

    3 months ago

    Toronto, Canada TD Bank Full time

    **Team Manager II, Wealth Ops**: - 416169BR **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...

  • Account Officer

    2 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...

  • Senior Wealth Planner

    4 weeks ago

    Old Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    Location: This position will be based out of our Toronto office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the...

  • Lead Wealth Strategy Consultant

    2 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Position Overview: This role is integral to our team at Wellington-Altus Private Wealth Inc., a leading investment dealer in Canada. As a Lead Wealth Strategy Consultant, you will report directly to the Vice-President of Advanced Wealth Planning Strategy & Services. Your primary responsibility will be to design, implement, and oversee comprehensive wealth...

  • Bilingual Compliance Officer

    2 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Bilingual Compliance Officer to join our Compliance 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 day per week at our office at 151 Yonge...

  • Account Officer, Temporary

    3 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...

  • Registrations Officer, Temporary

    2 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Registrations Officer to join our Registrations team on a 6 month contract. This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON. Reporting to the Manager, Registrations the Registrations Officer is responsible for all aspects of...