Wealth Ops Analyst Ii - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

405772BR

Wealth Management

Toronto, ON

April 12, 2023

Company Overview

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

The Wealth Operations team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.

Job Description:

Lead work streams by acting as a project lead on a range of projects, initiatives and meetings in accordance with project management methodologies
Identify, document, investigate and resolve nonstandard operational, reporting and process issues and refer complex issues beyond own level of expertise
Participate in the identification, development and implementation of continuous improvement opportunities within TD Wealth
Be knowledgeable of practices and procedures within own area of responsibility and keep tabs on emerging trends
Conduct reporting and significant analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies and practices
Provide training to others on best practices and processes as well as guide junior staff for the completion of business as usual functions
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Participate fully as a member of the team, support a positive work environment and ensure timely communication of issues

Requirements:

High School diploma with over 5 years of relevant experience
Undergraduate degree/ college diploma preferred
Strong communications skills with ability to work in a team as well as independently

Additional Information

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.