Jobs for wealth operations at Toronto

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities....

A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team. This role involves overseeing the Transfers Team, managing operations, coaching staff, and ensuring service excellence. Candidates should have experience in the investment industry, with strong skills in delegation and customer service. The...

Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $45,700 - $61,000 CAD La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles...

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities....

Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Explore a wealth of opportunities as a Senior Wealth Operations Officer at TD Wealth in Toronto, Ontario. Drive operational excellence through complex transactions and elevate service delivery while maintaining compliance.This senior-level position is pivotal at TD Wealth, where you'll oversee transaction processing, workflow management, and partner...

Work Location Toronto, Ontario, CanadaHours 37.5Line Of Business TD WealthPay Details $52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...

Work LocationToronto, Ontario, CanadaHours37.5Line Of BusinessTD WealthPay Details$47,200 - $66,600 CAD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to...

Shape the future of client interactions at Richardson Wealth as a Senior Journey Owner. This role seamlessly integrates operations with digital product strategies and continuous improvement initiatives. As the Senior Operations Journey Owner, you will lead the design and optimization of the servicing journey for clients and advisors. Your responsibilities...

Become a Registered Accounts Specialist with CI Financial and play a pivotal role in our Wealth Operations. This position involves detailed account management and supporting client needs. In this role, you'll report to the Supervisor and be responsible for managing RESP accounts, executing RRSP withdrawals, and performing various administrative duties. Your...

Richardson Wealth is seeking a Senior Leader Operations to modernize and run its core operational ecosystem in a rapidly transforming wealth platform in Toronto. You will oversee end-to-end operations, drive efficiency, regulatory compliance, and advisor/client experience across onboarding, transfers, billing, payments, and complex accounts.You will lead a...

Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $45,700 - $61,000 CAD La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques...

Work Location Toronto, Ontario, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $47,200 - $66,600 CAD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Sun Life Financial is expanding into a new Investment Dealer, within the Retail Wealth Enablement, Operations group. You will drive wealth operations initiatives, design dealer processes, and partner with internal and external teams to deliver top-tier service to advisors and clients. You will lead operational excellence across wealth platforms, manage...

Product Owner - Individual Wealth Operations Waterloo, ON, Canada Job Description Posted Thursday, August 27, 2026 at 4:00 AM At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your...

TD Wealth in Toronto, Ontario is seeking a professional to manage robust reconciliation and reporting workflows. The role emphasizes timely client communication, issue escalation, and strict adherence to established SLAs.You will participate in documenting procedures and ensuring controls for cross-functional teams. The position targets candidates with an...

Releady is seeking BAU operations professionals to support a wealth platform build and testing effort for a leading bank. These contract roles focus on day-to-day wealth operations to sustain operations while senior staff focus on the platform transformation.The positions are 12-month contracts with pay rates ranging from $40 to $50 per hour depending on...

Excel as a Product Owner for Individual Wealth Operations at Equitable in Waterloo, ON. Maximize client satisfaction through strategic product management in a hybrid work environment. Equitable is looking for a Product Owner to take charge of product vision and execution in the Individual Wealth sector. Your role will involve managing the product backlog,...

Business Analyst Consultant, Individual Wealth Operations Waterloo, ON, Canada Job Description At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we...