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
Robust 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, precise investigation, and collaborative problem-solving to TD Wealth’s Toronto team.

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