Transform Wealth Operations at TD in Toronto through process reengineering, reporting, and risk-aware automation. Apply analytical thinking to operational challenges.
This Business Innovation & Transformation role supports TD Wealth Operations, including onboarding, transfers, trade processing, cash management, and client communications. You will analyze inefficiencies, assess EUCs and RPAs, develop recommendations, and create data-driven reporting and visualizations. Collaboration with operational teams supports timely delivery and consistent process documentation.
Key Responsibilities:
Analyze operational problems and design cutting-edge process improvements
Conduct technical analysis of EUCs and RPAs
Create reporting, advanced analysis, and meaningful visualizations
Apply low-code and no-code tools to simplify processes
Communicate project status and escalate issues promptly
Requirements:
Four to six years’ experience in a similar role
Experience documenting processes and mapping operational workflows
Knowledge of Power Pivot, Power Query, Power BI, Tableau, or Power Platform
Proactive, analytical thinker with continuous improvement mindset
Robust verbal and written communication skills
Use process improvement, reporting, automation, and risk governance expertise to strengthen TD Wealth Operations in Toronto.
📌 Wealth Operations Transformation Analyst Toronto
🏢 TD Bank Group
📍 Toronto
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