Manage complex wealth operations transactions in Toronto with specialized process expertise, escalation judgment, and accurate service delivery.

As a Senior Wealth Operations Officer with TD Wealth, you will support officers, partners, and Team Managers across complex operational activities. The work involves multiple systems and jurisdictions, transaction exceptions, service-level requirements, risk considerations, and process improvements. You will also provide guidance to others.

Key Responsibilities:

- Execute complex transactions and overrides accurately within established procedures
- Monitor workflow distribution and complete processing within service-level goals
- Investigate exceptions and escalate non-standard operational issues




- Support incoming transactions by validating information and adjustments
- Assist Team Managers with daily operations and workflow

Requirements:

- Three or more years of relevant experience
- Undergraduate degree or college diploma preferred
- Specialized process and technical expertise across complex operations
- Sound judgment regarding process, policy, and transaction risk
- Advanced knowledge of operational functions and regulatory requirements

Bring wealth operations expertise, transaction accuracy, and sound escalation judgment to TD Wealth’s Toronto team.

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