Wealth Operations Officer III (Toronto)

Wealth Operations Officer III (Toronto)

21 Oct
|
TD
|
Toronto

21 Oct

TD

Toronto

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 designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

KEY ACCOUNTABILITIES

CUSTOMER

- Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
- Refer or elevate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained
- Identify opportunities to improve service delivery and support process improvement initiatives




- Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
- Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner

SHAREHOLDER

- Complete assigned workload to meet SLA requirements for service and productivity
- Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; elevate issues where appropriate
- Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients
- Actively review internal processes / activities and provide ideas for process improvement
- Investigate and elevate non-standard or high-risk activities as appropriate
- Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
- Be knowledgeable of and comply with

📌 Wealth Operations Officer III (Toronto)
🏢 TD
📍 Toronto

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