Apply tax reporting and custodial operations expertise with TD Wealth in Toronto, investigating inquiries and delivering accurate, timely resolutions.

As a Senior Wealth Operations Officer, you will research inquiries across Tax Reporting and Custodial Operations. You will guide partners on procedures, transaction status, deadlines, and tax reporting. The work includes collaboration with operational teams and subject-matter experts.

Key Responsibilities:

- Research and resolve Tax and Custodial Operations inquiries
- Provide guidance on procedures, transactions, reporting, and deadlines
- Coordinate complex inquiries with operational teams and experts
- Support tax slips, CRA filings, calculations, and requests
- Identify recurring issues and recommend process improvements

Requirements:

- Three or more years of relevant operations experience
- Strong analytical, research, and problem-solving skills
- Clear verbal and written communication abilities
- Ability to manage competing priorities independently
- Degree, diploma, or equivalent relevant experience preferred

Bring Wealth Operations knowledge, accurate investigation, and collaborative problem-solving to TD Wealth’s Toronto team.

📌 Senior Wealth Operations Specialist (Toronto)
🏢 TD Bank Group
📍 Toronto