Team Manager Ii, Wealth Ops - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Team Manager II, Wealth Ops:

BR

Job Category - Primary

Wealth Management

Work Location

77 Bloor Street West Corporate

Employment Type

Regular

City

Toronto

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview
TD Wealth Management Operations is the operation engine for TD Wealth Management.
Wealth Management Operations supports all TD Waterhouse distribution channels, TD
Mutual Funds, TD Asset Management, TD Private Trust and TD Securities.
The Wealth Tax and Government reporting department is responsible for allocating,
preparing and issuing tax slips according to the tax eligibility of the instrument and the
government requirements. The Tax department is also responsible for ensuring that all
CRA and IRS guidelines are adhered to. When not in tax season, the department is
responsible for the project development and management for the upcoming tax season.

Job Details

The Team Manager is responsible for the oversight of 7 team members (with addedagency staff for tax season) who specialize in Canadian tax reporting, including daily reconciliation of applicable tax accounts.
Perform monthly, quarterly and annual health check reports to assist in the accuracy of annual reporting; extensive tax knowledge is essential to validate calculation samplings.
Perform annual user acceptance testing (UAT) prior to production
Liaison with the business' to coordinate business specific tax requirements forcustomers
Liaison with respective vendors throughout the year to test and produce taxdocuments
Accountable to ensure all regulatory filings are completed and mailed prior to theprescribed mail dates.
Identify process improvements or regulatory changes and prepare a project request document if required and work with the project manager to ensure projectobjectives, timelines and budget are being met.
Ensure any inquiry is managed within the prescribed timelines and follow the escalation protocol if required.
Coaching and development, coordination of comprehensive cross training activities, oversight of the Service Level Agreements (SLA's), compliance and ensuring high levels of service delivery are provided to partners and clients, including ciCEI results by ensuring all Ticketing, PISO inquiries and telephone calls are being responded to within prescribed timelines.
Continuous review of policies and procedures to ensure risks are identified and mitigated with appropriate, documented controls that ensure compliance with regulatory and audit requirements.
Promote and support a work environment that encourages productivity, innovation, teamwork, and a high level of professionalism in a time sensitive and deadline based environment.
Where requested, provide input on complex Corporate Action payments, Incomeand Mutual Fund transactions to ensure accurate tax reporting.
Represent TD Wealth at Canadian industry tax meetings

Job Requirements

Experience in Canadian investor taxation is an asset
People management experience is an asset
Strong time management and organizational skills to manage multiple deadlines

- and priorities within a highly demanding environment

Strong analytical skills with attention to detail
The ability to delegate and follow up for timely responses/resolutions
Escalate issues upon discovery detailing the issue along with recommendations
An established track record of providing exceptional customer service
Flexibility to adapt to changing requirements during tax season

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investme