Embark on a fulfilling career as a Wealth Operations Officer II with TD Wealth in Toronto. You'll execute transactions, ensure compliance, and enhance service quality while fostering client relationships.
This role requires a foundational understanding of operational processes, with a focus on accurate transaction execution and adherence to service level agreements. As part of TD Wealth, you'll work collaboratively with customers, partners, and vendors, utilizing your effective communication skills and operational knowledge. Supporting process improvements and addressing service delivery challenges will be central to your contributions at TD Wealth.
Key Responsibilities:
• Execute financial transactions while meeting established guidelines
• Identify and escalate operational issues to ensure resolution




• Support incoming transactions, validating information as required
• Assist in improving service delivery and processes
• Maintain positive working relationships with clients and partners
Requirements:
• Undergraduate degree or college diploma preferred
• 1+ years of relevant experience in operations
• Knowledge of regulatory compliance and operational policies
• Robust communication and relationship-building skills
• Discretion in handling confidential matters
Leverage your operational expertise to drive excellence at TD Wealth in Toronto.
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📌 Wealth Operations Officer in Toronto
🏢 TD
📍 Toronto