Elevate your career with TD Wealth as a Wealth Operations Officer II in Toronto. Engage in executing transactions, compliance adherence, and fostering strong client relationships every day.
As a key member of the TD Wealth team, you will focus on maintaining transaction accuracy, meeting productivity standards, and improving service delivery. Your role will involve fostering relationships with various stakeholders and ensuring that all operations align with the required regulations. Continued personal and career development is a core value at TD, creating growth avenues within your role.
Key Responsibilities:
• Complete transactions accurately within established guidelines
• Resolve operational issues and enhance service delivery




• Authenticate transaction details with valid customer input
• Suggest and implement process efficiencies
• Maintain confidentiality in all correspondence
Requirements:
• Undergraduate degree or diploma is preferred
• Over 1 year of relevant operational experience
• Familiarity with industry regulations and compliance frameworks
• Strong interpersonal communication skills
• Ability to handle sensitive information discreetly
Bring your operational insight and customer focus to drive value at TD Wealth.
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📌 Operations Officer II at TD Wealth (Toronto)
🏢 TD
📍 Toronto