Work

Location:
Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700
- $74,400 CADTD 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.

Job Description
In this role, you’ll have the opportunity to build and apply your expertise across both Tax Reporting and Custodial Operations. You’ll work with partners to research and resolve a diverse range of inquiries, collaborate with operational teams and subject-matter experts, and help deliver timely, accurate solutions that create a positive partner and client experience.

Job Description
Research, investigate, and take ownership through resolution of Tax and Custodial Operations inquiries, received through phone and written channels, ensuring accurate and timely resolution within established Service Level Agreements (SLAs).
Provide clear and accurate guidance to partners on requirements, procedures, transaction status, tax reporting, operational processes, and deadlines.
Coordinate with operational teams and subject-matter experts to resolve complex or non-routine inquiries, keeping partners informed when additional research or escalation is required.




Support tax reporting activities across multiple lines of business, including tax slip generation, CRA filing support, tax-related calculations, and financial information requests.
Support workload prioritization and management in response to changing business priorities, volumes, and service requirements.
Identify recurring inquiry themes, operational risks, and control concerns, and recommend opportunities to reduce repeat inquiries and enhance the partner and client experience.
Support the development, testing, and implementation of procedures, job aids, controls, systems, and process improvements that strengthen accuracy, consistency, efficiency, and service quality.
Job RequirementsStrong research, analytical, and problem-solving skills, with the ability to investigate issues and take ownership of inquiries through resolution.
Solid verbal and written communication skills, with the ability to explain detailed or technical information clearly and concisely.
Strong relationship-management and collaboration skills, with the ability to work effectively with partners, colleagues, operational teams, and subject-matter experts.
Ability to work independently, exercise sound judgment, and determine when additional expertise or escalation is required.
Strong attention to detail, organizational skills, and the ability to manage competing priorities in a high-volume, time-sensitive environment.
Ability to identify operational risks, recurring issues,



and opportunities for process and service improvement.
Familiarity with operational systems and tools such as WCM, PISO, Broadridge, SMS, Funds360, RPM, and CIF is an asset.
Knowledge of back-office processes supporting registered plans, estates, custodial, mutual funds, and tax reporting is an asset.
Experience & EducationUndergraduate degree or college diploma preferred and/or equivalent relevant experience.3+ years of relevant operations or financial-services experience.
Experience or knowledge in one or more areas of Wealth Operations, including Tax, Custodial Operations, securities operations, or related financial-services functions, is preferred.
Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. 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. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards PackageOur 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

📌 Senior Wealth Operations Officer (Canada)
🏢 TD Bank Group
📍 Canada