Research tax reporting and custodial inquiries as a Senior Wealth Operations Officer with TD Wealth in Toronto, Ontario, working 37.5 hours.
This senior role spans Tax Reporting and Custodial Operations within TD Wealth. You will investigate inquiries, guide partners, and collaborate with operational teams and subject-matter experts. Your work supports accurate, timely solutions and positive partner and client experiences.
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 information requests
Identify risks and recommend process improvements
Requirements: Three or more years of relevant operations experience
Robust research, analytical, and problem-solving skills
Clear verbal and written communication abilities
Strong collaboration and relationship-management skills
Degree or college diploma preferred, or equivalent experience
Apply your tax reporting, custodial operations, and analytical expertise supporting timely solutions for TD Wealth partners and clients.

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📌 Senior Wealth Tax Operations Officer (Ontario)
🏢 TD
📍 Ontario