Wealth Operations Officer Ii

3 months ago

Toronto, Canada TD Bank Full time

**Wealth Operations Officer II**:

- 431493BR

**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**
- Ensure accuracy of the prepared documents while being consistent with relevant regulations and business intentions
- Identify issues, complete investigations and report risks when required
- Build positive working relationships with customers, partners and vendors by responding to their concerns as well as processing transactions accurately and in line with established guidelines
- Maintain high service level by providing optimal customer and partner service
- Find opportunities to improve service delivery, operations, 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 1 year of relevant experience
- Possess working level knowledge of the business unit, procedures and processes as well as regulatory issues and requirements
- Strong communications skills with ability to work in a team as well as independently

**Additional Information**

**Work location is 3500 Steeles Avenue East**

**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, 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 custo

  • 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...

  • Service Officer II

    3 months ago

    Toronto, Canada CB Canada Full time

    Manpower has partnered with one of the leading Bank, that is looking for a full-time Service Officer II for 12 Months contract. Job Title: Service Officer IILocation: 77 Bloor Street West, TorontoDuration: 12 Months What's in it for you?- 12-months contract with possibility of extension.- $19.81 per hour and 4% vacation pay- Working onsite with the team- The...

  • 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...

  • Wealth Operations Officer Ii

    3 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Provides a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations function. Communicates with partners in a professional manner, demonstrating clear understanding...

  • Wealth Operations Analyst II-Wealth Tax

    1 month ago

    Toronto, Ontario, Canada TD Bank Full time

    Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description: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...

  • 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 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

    3 months ago

    Toronto, Canada CB Canada Full time

    Service Officer On behalf of our client in the Banking Sector, PROCOM is looking for a Service Officer. Service Officer – Job Description Prioritize and manage own workload to meet SLA requirements for service and productivity Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or...

  • Wealth Operations Analyst Ii-wealth Tax

    2 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Overview** **TD Wealth Management Operations is the operation engine for TD Wealth Management.** **Wealth Management Operations supports all TD Waterhouse distribution channels, TD** **Mutual Funds, TD Asset Management, TD Private Trust and TD...

  • Wealth Operations Analyst II-Wealth Tax

    1 month ago

    Toronto, Canada TD Bank Full time

    Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Wealth...

  • 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...

  • Business/office Manager

    3 months ago

    Toronto, Canada Common Wealth Retirement Full time

    At 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,...

  • 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...

  • Regional Office Operations Coordinator

    2 weeks ago

    Toronto, Ontario, Canada IG Wealth Management Full time

    POSITION OVERVIEW The Regional Office Operations Coordinator serves as the primary point of contact, delivering exceptional service to both internal and external stakeholders of IG Wealth Management. This role encompasses welcoming clients at the reception, addressing inquiries related to essential business transactions, and performing general...

  • 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...

  • Tax Analyst

    3 months ago

    Toronto, Canada TD Bank Full time

    **Tax Analyst - Wealth Operations**: - 432111BR **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 Analyst...

  • 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...

  • 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...