Wealth Operations Officer at TD Wealth (Ontario)

Wealth Operations Officer at TD Wealth (Ontario)

30 Sep
|
TD
|
Ontario

30 Sep

TD

Ontario

Elevate your career with TD Wealth as a Senior Wealth Operations Officer in Toronto, Ontario. This role demands organizational skills, market knowledge, and attention to detail to navigate corporate actions successfully.

As a Senior Wealth Operations Officer, you will engage with voluntary corporate action events, ensuring accurate communication with clients. Your role will involve notifications, tendering, and processing while managing critical deadlines. You’ll handle large datasets, balancing payments and reconciliations, with systems to capture client instructions and financial transactions.

Key Responsibilities:
• Manage communication for all voluntary corporate actions
• Oversee timely client instructions and adherence to deadlines




• Process payments accurately based on transaction terms
• Reconcile payments using comprehensive data analysis
• Utilize systems for instruction capture and reporting

Requirements:
• Robust organizational and detail-oriented skills
• Advanced proficiency in MS Office, particularly Excel
• Experience with financial industry practices
• Relevant undergraduate degree or industry course
• Capable of working on Canadian holidays

Excel in wealth operations, corporate actions, and client relationship management at TD Wealth in Toronto.
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📌 Wealth Operations Officer at TD Wealth (Ontario)
🏢 TD
📍 Ontario

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