Service Support Representative - Banking (Toronto)

Service Support Representative - Banking (Toronto)

04 Aug
|
TD
|
Toronto

04 Aug

TD

Toronto

Personal & Commercial Banking Pay Details: $155,000 - $215,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The Client and Advisor Mutual Funds team is part of Wealth Operations in the Wealth National Office.

The team oversees the end-to-end administration of the TD Family of Funds, supporting Retail, Wealth and Third-Party channels through fund product launches, pricing, distributions, transaction processing, trade settlement, reconciliations, fund servicing and audit support. The team partners with internal businesses and external stakeholders, including TD Asset Management, Wealth Management, CIRO, Fundserv, custodians, transfer agents and fund companies to ensure operational excellence, regulatory compliance, strong governance and a differentiated client and advisor experience. The department maintains the integrity of critical fund operations while evolving the processes, controls, tools and capabilities needed to meet changing business, regulatory and client expectations.

The AVP, Client and Advisor Mutual Funds will lead the national mutual fund operations function, ensuring disciplined execution, strong controls and a high quality client and advisor experience while advancing the operating model, capabilities and tools required for a more scalable and insight driven platform. This role requires a senior operations leader with the judgment to manage a complex, regulated business, the curiosity to challenge established practices and the enterprise mindset to build a modern mutual fund operations platform for clients, advisors and business partners.

Lead National Mutual Fund

Operations with accountability for service quality, productivity, controls, resilience, client trust, advisor confidence and sustainable business outcomes. Oversee critical fund administration and servicing activities, including product releases, pricing, distributions, transaction processing, Fundserv settlement, SIP, SWP, DRIP and rollover processing, trade corrections, reconciliations and audit support.

Translate

Wealth, TD Asset Management and enterprise priorities into operating plans, capability roadmaps and measurable results. Use internal and external benchmarking to identify leading practices, challenge established ways of working and improve service, productivity, scalability, risk outcomes and advisor experience. Lead change related to regulatory requirements, enterprise initiatives,



product launches, service evolution and modernization priorities.

Support the conversion of the Retail book from SMS to MHA by ensuring operational readiness, effective change execution, risk discipline and continuity of client and advisor service. Maintain a strong control environment by embedding risk, regulatory, compliance, audit and governance requirements into daily execution. Build an inclusive, accountable and coaching based culture with strong leadership depth, colleague capability and succession strength.

Supports mutual fund administration and servicing activities across Retail, Wealth and Third-Party channels. Supports critical operational functions including account set up, purchases, RESP processing, unlocking, transfers, NFUs, settlement, reconciliations, servicing enquiries, fund events and product change activity. Accountable for service quality, productivity, colleague engagement, workforce effectiveness, control outcomes and operational resilience.

Partner across Wealth Operations, TD Asset Management, Wealth Advice Strategy and Solutions, Product, Governance and Control, Risk, Compliance, and Legal to support governance, capacity, capability, tooling and execution. Build strong relationships with external peers, industry bodies, service providers and fund companies to bring benchmarking insights and leading practices into the function. Act as a trusted advisor to senior leaders across Wealth and TDAM, balancing client outcomes, advisor experience, operational effectiveness, regulatory expectations and risk discipline.

Client focused, inclusive and performance oriented, with the ability to balance speed, simplicity, risk and sustainable outcomes. Thinks systemically across people, process, technology, data and governance to create clarity and build enduring capability. Builds strong talent pipelines through coaching, development, succession planning and inclusive leadership. 15+ years of progressive leadership experience within Wealth Management, Asset Management, Fund Administration, Financial Services, Operations, Service Delivery, Shared Services or related environments. ~ Strong understanding of mutual fund operations, fund administration, transfer agency functions,



settlement, reconciliations, Fundserv processes, regulatory requirements and industry infrastructure. ~ Robust understanding of operational risk, governance, audit, regulatory requirements and control environments. ~ Proven ability to improve operational performance through simplification, standardization, continuous improvement, benchmarking and data driven decision making. ~ Strong understanding of how automation, AI, analytics, workflow and knowledge management can improve service, resilience and controls. ~ Undergraduate university degree required.

Post graduate degree or equivalent senior leadership experience considered an asset. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total

Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

We do our best to communicate outcomes to all applicants by email or phone call. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language

Requirement (Quebec only)

📌 Service Support Representative - Banking (Toronto)
🏢 TD
📍 Toronto

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